Content Index - Companies
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A
AAR CORP
Abcam - ABC
ABF Freight System
Acast
Spotify Podcasting: DSP, Inventory Aggregation & Scaling Programmatic
Acast, Spotify, & Podcast Monetization
Acast: Podcast Advertising Platforms and Growth Opportunity
Spotify Podcasting: An Agency Buyer's Perspective
Spotify Podcasting: Megaphone, SPAN & Programmatic
Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
Spotify Podcast Advertising
Spotify: Podcast Advertising Value Chain
Acast: Podcast Advertising Formats, Adoption, & Competitive Landscape
Accenture - ACN
Accor - AC
Activision Blizzard - ATVI
The Value of Gaming Intellectual Property
Keywords Studios: Cross-selling, M&A, & AI Risks
Keywords Studios: Competitive Analysis
Massive Entertainment: Game Development, Design & Monetization
Microsoft Gaming: Xbox Cloud & Game Pass
Fortnite Gameplay Design & Monetization
Esports & The Overwatch League
Microsoft Gaming: Xbox vs PlayStation Positioning
Unity Technologies: Game Engine Industrial Applications
Keywords Studios: Sales Process, Single Service BPO's & Competition
Google Stadia: Challenges Scaling a Cloud Gaming Service
ACV Auctions - ACVA
ACV Auctions Competitive Advantage & Threats
ACV Auctions, Backlot, CarOffer, & US Wholesale Auto Competition
Carvana, ADESA, ACV, & Wholesale Auto Auctions
Copart: New Market Expansion Process & Challenges
ACV Auction, Akerlof's Lemons, & Used Car Adverse Selection
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
ACV Auctions: Operating Model
ACV Auctions & US Auto Wholesale Market
ACV Auctions
ADESA, Manheim, & US Wholesale Auto Auctions
BacklotCars, ACV Auctions, ADESA, & US Auto Wholesale Auctions
Carvana, ADESA, & US Auto Wholesale Auction Market
America's Auto Auction, ADESA, Manheim, & US Wholesale Auctions
ADAC
AddLife - ALIF
Addtech & B2B Industrial Distribution
Addtech, Addlife, & Nordic Value-added Distribution
AddLife: Vision Ophthalmology Group Acquisition
Addtech and Topicus: Competitively Advantaged Buyers
AddLife: History & Future M&A Opportunities
Addtech: The History of Bergman & Beving
AddLife: Healthcare 21 Acquisition
Bergman & Beving: Spin-offs, Value Chain & New Management
Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
Addnode Group - ANOD-B
Addtech AB - ADDTb
Addtech & B2B Industrial Distribution
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Addtech, Addlife, & Nordic Value-added Distribution
Bergman & Beving: Lagercrantz 2.0?
Halma, Danaher, CSU & Serial Acquirer Org Structures
Addtech: M&A Process and Strategy
Addtech and Topicus: Competitively Advantaged Buyers
Indutrade: Unsuccessful Acquisition Case Study
Röko: Building a Leading Serial Acquirer
Addtech: The History of Bergman & Beving
Bergman & Beving: Spin-offs, Value Chain & New Management
Diploma PLC: Leadership and M&A from Bruce to Johnny
Adecco Group AG - ADEN
ADESA
Adore Beauty - ABY AU
ADPMa
ADVANCED DRAINAGE SYSTEM - WMS
Advanced Micro Devices Inc - AMD
Adyen NV - ADYEN
Adyen, Stripe, Checkout, & Payment Acquirers
Adyen: Pricing, Culture & Talent
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
Adyen: Pricing & Competition
Adyen: A Merchant's Perspective
Adyen: Entering New Markets
AerCap - AER
Affirm
Aflac Inc - AFL
Agilent Technologies
Agilent Technologies Inc - A
Ahern Rentals
Airbnb - ABNB
Airbus - AIR
Airbus: Launching A320neo versus Boeing 737
OHB & European Space Systems
Lufthansa Technik: 30 years of Base & Line Maintenance
Designing, Approving, and Selling PMAs
HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)
AmSafe, HEICO, & Aerospace Aftermarket Distribution
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
HEICO: Wencor Acquisition Synergies and Analysis
TransDigm, HEICO, OEM vs PMA, & Dual vs Sole Source Parts
HEICO, PMA History, and Pricing vs OEM
Satair & Aerospace Distribution
TransDigm: Boeing vs OEM Supplier Bargaining Power
Proponent, HEICO, & Aerospace Distribution
Boeing Propulsion: OE and Aftermarket Strategies
Boeing Global Services, TransDigm & Supplier Relationships
Leading Airbus China: Race Against Boeing
TransDigm Group Podcast
Boeing, TransDigm, & a History of Aftermarket Distribution
AIR LEASE CORP - AL
Airtable
Alcon AG - ALCC
Aldi
Aldi, Ocado, & Online Grocery Business Models
Dino Polska: Growth Runway & Competition
Lidl: Hard Discounter Business Models
Lidl in Ireland: from 0 to 12% market share in 20 years
Mercadona and Discount Food Retail
The Evolution of Aldi's Operations in The U.S.
Lidl and Hard Discounter Culture
Aldi: Hard Discounter Business Models
Dino Polska & Polish Grocery: Navigating A Deflationary Environment
Aldi: Culture & Operations of a Hard Discounter
Hard Discounter Business Models: Aldi's Disruption of UK Food Retail
ASDA and UK Food Retail
Hard Discounters vs Big Four UK Grocers: Asda Case Study
Leadership Principles: Lessons from 25 Years in Consumer Retail
Align Technology Inc - ALGN
Alimentation Couche-Tard - ATD
Circle K's US Unit Growth and Fuel Margin Outlook
Circle K Norway EV Experiment Lab
EV Penetration & Circle K Norway's EV Experiment Lab
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
Couche-Tard, C-stores, & The Impact of Electric Vehicles
ARKO & US C-Stores: Merch Margins and EV Risks
Circle K: US C-Store Asset Quality & Unit Growth
Allegro - ALE
Allianz - Allianz
Allianz SE - ALV
Ally Bank
Alphabet Inc - GOOG
Cogent Communications: Hyperscalers' Dark Fiber Demand
Google Workspace: SMB to Enterprise Sales
Spotify Podcasting: Original Content Strategy
Spotify Podcast Ads: Monetising a Megaphone Show
Google Workspace vs Microsoft 365
Tesla: Artificial Intelligence in Autonomous Driving
Spotify: Podcast Advertising Value Chain
Hyperscalers: Cloud TAM
Alpha Group - ALPH
Alphawave IP
Alteryx - AYX
Alteryx - AYX
Amazon - AMZN
AWS Series: Kubernetes & The Portability Illusion
The History of x86, ARM, & Amazon's Graviton Processor
Lessons from Eight Years at Amazon, Inc.
Shein: Perspective of a Supplier
Amazon vs Temu: Business Model & Logistics
Snowflake, Synapse, and Redshift: Customer Angle
Amazon: Shipping Bulky Goods Through the FBA Network
Amazon Fulfilment Process
New Relic vs Datadog: Fight for Observability
Amazon Prime's Sports Rights Strategy
AMZN Retail & IP Company Learning Journeys
Cogent Communications: Hyperscalers' Dark Fiber Demand
AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Amazon Web Services: EC2 Graviton Strategy
AWS: Culture, EC2, EBIT Margins & Market Share Outlook
AWS: Long-Run and Normalised FCF Margin Estimates
SHEIN's Supply Chain: How it Works
Wayfair: Demand Forecasting
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Amazon Ads: 1P and 3P Spend Breakdown
Wayfair: German Market Challenges
Amazon's Outsourced Fulfilment Strategy: 3PL Customer Perspective
Weekly Update: AWS Long-Run & Normalised FCF Margins, Datadog, ASOS, Maravai, HCA, FEVR
SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition
AWS Series: Hyperscale Data Centers, Physical Moats, & Server Lifetime
Amazon Retail EMEA Strategy and Profitability
Wayfair CastleGate, Amazon, & FBA vs FBW
Shein vs Zara vs ASOS: A Supplier's Perspective
Amazon Europe: Logistics, Hiring and Leadership Principles
Amazon & Wayfair: Handling Large & Bulky Goods
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Amazon FBA & 3P Sales: A Seller's Perspective
Amazon Robotics: Sparrow & Warehouse Cost Efficiencies
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Amazon Advertising: Endemic & Non-Endemic Ads
Amazon Retail: A Valuation Approach
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Databricks, Snowflake, GCP, & Public Cloud Competition
Wayfair vs Amazon: A Supplier's Perspective
AMZN, ServiceNow, Atlassian, DDOG, Masimo, CACC, 10x, FDM, Alphawave
Wayfair: CastleGate & Online Furniture Logistics
Amazon Advertising: Decoupling from GMV
Amazon Logistics: US Network Buildout & Rationalization
AWS: Running a Hyperscale Data Center
Amazon Retail: 1P vs 3P Economics
Amazon Retail Unit Economics
Netflix Engineering & AWS Relationship
Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC
AWS: Containers, Kubernetes, & EC2 Stickiness
Wayfair: CastleGate vs Amazon FBA Product-Market Fit
YouTube, Twitch, & Live-Video Monetisation
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Confluent, Amazon MSK, & Apache Kafka
Alteryx: Land and Expand
Overstock.com vs Wayfair: Product Flow through the Network
Amazon Ads, Google DoubleClick & the Ad Tech Value Chain
Snowflake Positioning vs AWS, GCP, Azure
Spotify Podcasting: Original Content Strategy
Amazon European Logistics Buildout
Spotify Podcast Ads: Monetising a Megaphone Show
HashiCorp: Sales & Marketing Strategy
Wayfair: Dropshipping Unit Flow
Amazon: Deconstructing the Retail P&L
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
AO World, Amazon & UK Online White Goods Competition
The Trade Desk: Publisher Programmatic Strategies
Amazon Web Services: Data Center Economics
Amazon Ads & The Retail Media Landscape
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Amazon Retail
Etsy, Amazon Handmade, & Potential Limitations to Scale
Major Record Labels: Business Model Evolution
Investor Dialogue: Amazon Web Services
Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
AWS Graviton’s Process Power
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
SpaceX: Understanding Starlink
Amazon Fresh, Whole Foods, & US Online Grocery
Amazon.com Structural Advantages vs Traditional Retail
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
Amazon Retail: The Rails of E-commerce
Azure, GCP, BigQuery, Snowflake & Cloud Competition
Shein: Disrupting Fast Fashion
Wayfair CastleGate Economics: Supplier's Perspective
Amazon Advertising
Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch
Amazon's Culture
Wayfair: CastleGate and Last Mile Delivery
Tesla: Artificial Intelligence in Autonomous Driving
Fedex Express: The Design & Evolution of a Delivery Network
Wayfair: CastleGate vs Drop Shipping Unit Flow
Amazon: How a Unit Flows through the Network & Unit Costs
Snowflake, Redshift, & AWS Partner Program
Hyperscalers: Cloud TAM
Amazon Web Services
Wayfair, Amazon, and Building Global Ecommerce Supply Chains
Atlassian: Reselling Jira and Confluence
InPost & The Automated Parcel Machine (APM) Industry
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Databricks: Melting the SNOW
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
Amazon vs CDON, Allegro, & Bol.com
Amazon Web Services - AWS
Alphawave: Hyperscaler Customer Chip Development
Cogent Communications: Hyperscalers' Dark Fiber Demand
KX: A Customer's Perspective
Microsoft 365, Google Workspace & Selling through the Channel
Snowflake: Investment Trends & Cost Optimization
Snowflake: Pace Of Innovation & Next Growth Vectors
Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation
Snowflake: IaaS vs PaaS & Analytics Budgets
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
Snowflake & Databricks: Comparison, AI & Convergence of Offering
American Express Co - AXP
America’s Auto Auction
AMERICAS CAR-MART INC - CRMT
AMETEK Inc - AME
Amplifon
Amplifon SpA - AMPF
AmWINS Group
Analog Devices Inc - ADI
Antech Diagnostics
A&O Johansen A/S
AO World PLC - AO
AP Moeller - Maersk A/S - MAERSKb
Appdynamics
AppFolio - APPF
Apple Inc - AAPL
Alphawave: Hyperscaler Customer Chip Development
Spotify Podcasting: DSP, Inventory Aggregation & Scaling Programmatic
Amazon Prime's Sports Rights Strategy
Spotify Podcasting: Megaphone, SPAN & Programmatic
Spotify Podcasting: Original Content Strategy
Tesla, Cruise, Waymo: The Race Towards Autonomous Vehicles
AppLovin - APP
APTARGROUP INC - ATR
Aptiv - APTV
ARCH CAP GROUP LTD - ACGL
Arch Insurance Group Inc
Argentex Group PLC - ARG
Argo AI
ARKO Corp - ARKO
ARROW ELECTRONICS INC - ARW
Asana - ASAN
ASBURY AUTOMOTIVE GROUP - ABG
Asda - WMT
Ashtead Group PLC - AHT
Sunbelt Rentals: Competition with Independent Equipment Rental Firms
Investor Dialogue: Ashtead, United Rentals, & US Equipment Rental
Sunbelt, United and Herc Rentals: Customer Perspective
Sunbelt Rentals: Pump & Power Specialty Equipment
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
H&E Equipment, Ashtead, & US Equipment Rental Demand & Rates
United Rentals: Specialty Division Growth & M&A Strategy
Ashtead & Equipment Rental: A More Resilient Business
Ashtead & Equipment Rental
EquipmentShare: Competing with Sunbelt and United Rentals
Herc Rentals, Sunbelt, & United Rentals Competition
Ashtead, Herc, & United Rentals: Equipment Rental Market Growth Prospects
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
United Rentals, Ahern, & Equipment Rental M&A
Sunbelt vs United: the Nature of Equipment Rental Competition
ASOS - ASOS
ASOS, Zalando, & EU Fast Fashion
On-Demand Fast Fashion Supply Chain in Turkey
Shein: Perspective of a Supplier
Zara Buying & Merchandising Strategies
The Evolution of Buying and Merchandising Functions in Mid-Market Fashion Retail
SHEIN's Supply Chain: How it Works
ASOS, Boohoo, & Online Fashion Retail Business Models
Shein vs Zara vs ASOS: A Supplier's Perspective
Boohoo & UK Fashion Supplier Relationships
Zara's Supply Chain
ASOS & UK Fast Fashion Manufacturing and Supplier Operations
ASOS Marketplace: Third-Party Brand Perspective
Shein: Disrupting Fast Fashion
Boohoo & UK Online Fashion
Zara & SHEIN Supply Chain Analysis
Assa Abloy AB - ASSAb
Assicurazioni Generali SpA - G
Associated British Foods PLC - ABF
Aston Martin Lagonda Global Holdings PLC - AML
Atlanticus Holdings Corporation
Atlas Copco AB - ATCOa
Atlassian - TEAM
Atlassian: Work Management Positioning & Monetizing Trello
Atlassian: Confluence Strategy & Competition
Smartsheet: Sales Strategy & Org Structure
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
ServiceNow: Competing with Jira & Datadog
AMZN, ServiceNow, Atlassian, DDOG, Masimo, CACC, 10x, FDM, Alphawave
monday.com: Product-Market Fit Challenges
Atlassian & Cloud Migration: Partner Perspective
Monday.com: Comparison with Asana, Airtable and Jira
Atlassian: Reselling Jira and Confluence
Atlassian: Partner Ecosystem, Server Migration & ITSM
Aurora
Auto1 Group - AG1
Autodesk Inc - ADSK
Automation Anywhere
AUTOonline
Auto Trader Group PLC - AUTOA
Avalara Inc - AVLR
AvidXchange - AVDX
AXA - AXA
Ayla Networks
Azelis
Azenta Life Sciences - AZTA
B
Bacardi
Balta Group - BALTA
Banking Circle Group
Barratt Developments PLC - BDEV
Basic Fit International B.V.
Basic-fit NV - BFIT
Bausch Health Companies Inc - BHC
BayWa AG
BCA Marketplace
Beam Suntory - STBFY
Bechtle AG - BC8G
Becle - MXN
Fever Tree Australia: Positioning & Distribution Strategy
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
Becle: Agave Price Trends, CRT Inventory & Possible Remedies
Becle: Agave Market Dynamics
Becle: CRT Inventory Accuracy, Pricing Dynamics & Local Ecosystem
Becle: Tequila Agave Pricing, Supply & Demand Dynamics
Becton Dickinson and Co - BDX
BED BATH & BEYOND INC - BBBY
Beezy
Bellway PLC - BWY
Bergman & Beving - BERG-B
Bergman & Beving: The Original Serial Acquirer
Lifco AB: Dental Division History and Org Structure
Serial Acquirers: Purchase Price Accounting
Bergman & Beving
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Bergman & Beving: Lagercrantz 2.0?
Indutrade: Unsuccessful Acquisition Case Study
Bergman & Beving, Lagercrantz, Nordic B2B Distribution & M&A
Röko: Building a Leading Serial Acquirer
Bergman & Beving: Spin-offs, Value Chain & New Management
Diploma PLC: Leadership and M&A from Bruce to Johnny
Bergman & Beving, Luna, & Nordic Tools Distribution
Serial Acquirers
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Berkshire Hathaway Inc - BRKb
Berkshire Hathaway Specialty Insurance - BHSI
Beyond, Inc.
Big Yellow Group PLC - BYG
Bill.com - BILL
Biolife Solutions - BLFS
Biomerieux SA - BIOX
Bio-Rad Laboratories Inc - BIO
BJ's Wholesale Club - BJ
Blue Prism - PRSM
B&M Group - BME.L
BMW - BMW
BOC Aviation
Boehringer Ingelheim
Boeing - BA
Airbus: Launching A320neo versus Boeing 737
Lufthansa Technik: 30 years of Base & Line Maintenance
Designing, Approving, and Selling PMAs
HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)
AmSafe, HEICO, & Aerospace Aftermarket Distribution
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
HEICO: Wencor Acquisition Synergies and Analysis
TransDigm, HEICO, OEM vs PMA, & Dual vs Sole Source Parts
HEICO, PMA History, and Pricing vs OEM
TransDigm: Boeing vs OEM Supplier Bargaining Power
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Proponent, HEICO, & Aerospace Distribution
HEICO PMA and MRO: Airline Customer Perspective
Boeing Propulsion: OE and Aftermarket Strategies
Boeing Global Services, TransDigm & Supplier Relationships
Leading Airbus China: Race Against Boeing
TransDigm Group Podcast
Boeing, TransDigm, & a History of Aftermarket Distribution
Bollore SE - BOLL
Boohoo Group - BOO
ASOS, Zalando, & EU Fast Fashion
On-Demand Fast Fashion Supply Chain in Turkey
Shein: Perspective of a Supplier
Zara Buying & Merchandising Strategies
The Evolution of Buying and Merchandising Functions in Mid-Market Fashion Retail
SHEIN's Supply Chain: How it Works
ASOS, Boohoo, & Online Fashion Retail Business Models
Shein vs Zara vs ASOS: A Supplier's Perspective
Boohoo & UK Fashion Supplier Relationships
Zara's Supply Chain
ASOS & UK Fast Fashion Manufacturing and Supplier Operations
Shein: Disrupting Fast Fashion
Boohoo & UK Online Fashion
Zara & SHEIN Supply Chain Analysis
Booking Holdings - BKNG
Boozt - BOOZT
On-Demand Fast Fashion Supply Chain in Turkey
Shein: Perspective of a Supplier
Zara Buying & Merchandising Strategies
SHEIN's Supply Chain: How it Works
Shein vs Zara vs ASOS: A Supplier's Perspective
Boozt, Zalando, & Nordic Online Fashion
Boozt Assortment and Strategic Positioning
Zara's Supply Chain
Shein: Disrupting Fast Fashion
Bravida - STO: BRAV
Brenntag AG - BNRGn
Bristol-Myers Squibb Co - BMY
British American Tobacco PLC - BATS
Brookfield Asset Management - BAM
Brookfield Renewable Partners - BEP
BROWN & BROWN INC - BRO
Brown-Forman Corp - BFb
BRUKER CORP - BRKR
Brunello Cucinelli
Bunzl plc - BNZL
Bupa
Burford Capital - BUR
Burford Capital & Litigation Finance
Burford Capital Valuation Framework
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
Investor Dialogue: Burford Capital
Burford Capital & Litigation Fair Value Accounting
Burford Capital Management Team, Capital Allocation, and Liquidation Value
Burford Capital, Harbour Litigation, IRR's, & Asset Recovery
IP Investor Dialogue: Burford Capital - YPF, Book Value, & Valuation
Burford Capital: Law Firm and Funder Relationship
Burford Capital: Pioneering Litigation Finance
Burford Capital, Elliott Management & Collecting vs Argentina
Manolete Partners & Insolvency Litigation Finance
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Burford Capital: Law Firm Survey
Omni Bridgeway: Leading Litigation Finance
Litigation Finance: Judgment Preservation Insurance & Pre-Judgment Insurance-Backed Funding
Burford Capital: Moat, Insurance Risks, Sysco, YPF
Litigation Finance: Portfolio Construction, Case Due Diligence & Future IRR’s
Burford Capital & Litigation Case Origination
Burford Capital
Litigation Funding: Law Firm Contingency Fees, and WIP & ATE Insurance
Burford Capital & YPF Risk-Reward
Burford Capital: A History of Petersen & the YPF-related Assets
Bench Walk, PACCAR Judgment, & Litigation Finance
Burford H1 22 Results: Duration and Cash Income Reconciliation
Litigation Funding: In-House Counsel Perspective
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Burford Capital: Risk from Insurance-Backed Financing
Burford Capital & the Risk of Insurance Products: Law Firm Angle
Burford Capital Limited
BYD
ByteDance
C
CABLE ONE INC - CABO
Cadence
Caffé Nero
Calamp - CAMP
Campbell Soup Company - CPB
Capital One Financial Corp - COF
Capri Holdings Ltd - CPRI
car2go
Cardlytics - CDLX
Care England
Carl Zeiss Meditec AG - AFXG
Carmax Inc - KMX
Carvana: Evolution of the Inspection & Reconditioning Process
Carvana, ADESA, ACV, & Wholesale Auto Auctions
Copart: Accident Rates & Auto Repair Diagnostics
Vroom: Operational Challenges to Scale
Carvana Finance GPU Analysis
Investor Dialogue: Carvana vs CarMax
CarMax: Omni-channel Strategy
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
ACV Auctions: Operating Model
Carvana vs CarMax: Comparing Operating Models
AerCap, Aircraft Leasing, & Auto Dealer Business Models
CarMax: Competing with Carvana
ACV Auctions
Carvana Operations: Vehicle Flow through the Network
ADESA, Manheim, & US Wholesale Auto Auctions
CarMax: How a Vehicle Flows through the Network
Vroom, Carvana, & Optimising Vertical Integration
Carvana: Post-COVID Challenges
Investor Dialogue: Carvana Liquidity & Finance GPU
Carvana, America's Car-Mart, & Auto Subprime Financing
Carvana Operations: Reconditioning, Trade-ins, & Last-Mile Delivery
Carrier Global Corp - CARR
Cartier - CFR
CARTV
CARVANA CO - CVNA
Auto1 Group & European Online Auto Retail
Carvana: Evolution of the Inspection & Reconditioning Process
ACV Auctions, Backlot, CarOffer, & US Wholesale Auto Competition
Carvana: Finance GPU Challenges and Potential Solutions
Carvana, ADESA, ACV, & Wholesale Auto Auctions
Vroom: Operational Challenges to Scale
Carvana Finance GPU Analysis
Investor Dialogue: Carvana vs CarMax
CarMax: Omni-channel Strategy
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
Wayfair CastleGate, Amazon, & FBA vs FBW
ACV Auctions: Operating Model
Carvana vs CarMax: Comparing Operating Models
AerCap, Aircraft Leasing, & Auto Dealer Business Models
CarMax: Competing with Carvana
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
ACV Auctions
Carvana Operations: Vehicle Flow through the Network
ADESA, Manheim, & US Wholesale Auto Auctions
BacklotCars, ACV Auctions, ADESA, & US Auto Wholesale Auctions
Carvana, KAR Auction, & The Used Car Ecosystem
CarMax: How a Vehicle Flows through the Network
Vroom, Carvana, & Optimising Vertical Integration
Motorpoint, Cazoo, & Imperial Car Supermarkets
Carvana, ADESA, & US Auto Wholesale Auction Market
Carvana: Post-COVID Challenges
Carvana's Finance GPU and Gain-on-Loan Sale
America's Auto Auction, ADESA, Manheim, & US Wholesale Auctions
Investor Dialogue: Carvana Liquidity & Finance GPU
Carvana, America's Car-Mart, & Auto Subprime Financing
Carvana Operations: Reconditioning, Trade-ins, & Last-Mile Delivery
CASE Construction Equipment
CASELLA WASTE SYSTEMS - CWST
CASEYS GENERAL STORES - CASY
Casper Sleep - CSPR
Caterpillar Inc - CAT
CATL
Cazoo - AJAX
CDON - CDON
CENTURY COMMUNITIES INC - CCS
CFAO
CHAdeMO
Champion Aerospace Inc
Changan Automobile
ChargePoint
CHARLES RIVER LABS INTL - CRL
Charter Communications - CHTR
Checkout.com
Check Point Software Technologies Ltd - CHKP
Chewy - CHWY
Chime
Chipotle Mexican Grill Inc - CMG
CH Robinson Worldwide Inc - CHRW
Chronosphere
CIMPRESS NV - CMPR
Circle K - CRK
Cisco Systems Inc - CSCO
Clarivate
Clear Lane Freight Systems - CLFS
ClickHouse
ClickUp
Coca-Cola - KO
Cogent Communications Holdings Inc - CCOI
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
Cogent Communications: Hyperscalers' Dark Fiber Demand
Cogent's Sprint Fiber Deal
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
Cogent Communications, Microsoft, & Dark Fiber Networks
Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation
Cogent Communications & Global ISP Competition
Cogent Communications: Architecting A Cable Network
Cognizant Technology Solutions - CTSH
Comcast Corp - CMCSA
Compagnie Financière Richemont SA - CFR
Confluent - CFLT
Constellation Brands Inc - STZ
Constellation Software - CSU
Topicus: M&A Strategy & Growth Runway
Constellation Software
Investor Dialogue: Valuing Constellation Software & Lumine Spin
AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
Top 10 Interviews in 2021, Danaher, and In Practise in 2022
Constellation Software Competitive Risks
Serial Acquirers: Purchase Price Accounting
Constellation Software: Competition, Hurdle Rates & Deal Flow
Constellation Software: M&A Best Practices
Constellation Software, Allscripts History & Post-Acquisition Strategy
Constellation Software: Altera Acquisition Analysis
Constellation Software: Altera Analysis
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
Vitec Software: History, Culture, & Operating Strategy
Halma, Danaher, CSU & Serial Acquirer Org Structures
Constellation Software: 5 Key Operational Metrics
Topicus, TSS, & Dutch Notary Software
Addtech and Topicus: Competitively Advantaged Buyers
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
Vitec Software: ABS Laundry Acquisition
Lumine Group: Nokia's Device and Service Management Acquisition
Constellation Software: Culture & M&A
Topicus, Transdigm and Value-Based Pricing
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
Röko: Sector-Agnostic vs Sector Focused Acquirers
Visma: Oima Acquisition Case Study
Topicus, PharmaPartners, & VMS Value-Based Pricing
Judges Scientific, Geotek, & GDS Instruments
Constellation Software, Jonas, & Portfolio Management
Investor Dialogue: Constellation Software
Serial Acquirers
Constellation Software: Operating KPIs
Constellation Software: A Competitive Analysis
Constellation Software, Allscripts, & CSU 2.0
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Constellation Software & VMS Competition
Continental AG - CONG
ControlExpert GmbH
Cooper Equipment Rentals
Copart - CPRT
Copart: Accident Rates & Auto Repair Diagnostics
Copart: New Market Expansion Process & Challenges
Pricing Auto Insurance Policies
Copart: Salvage Yard Operations
Copart Germany: A New Salvage Auction Model
The Auto Insurance Claims Process
Copart: Running a Salvage Yard
ACV Auctions
Copart: International Growth Opportunities
Carvana, KAR Auction, & The Used Car Ecosystem
IAA, Copart, & Salvage Auctions
Copart: Dynamics of the German Market
Investor Dialogue: Copart
US Auto Insurance: ADAS Impact on Pricing
US Franchise Auto Dealers: Shifting Omnichannel
CoreWeave
Costar Group - CSGP
Costco Wholesale Corp - COST
Costco UK & Europe: History, Economics, and Store Opportunity
Costco's Cultural DNA: Working with Jim Sinegal
Costco Wholesale vs Sam's Club
Aldi, Ocado, & Online Grocery Business Models
Costco & Buying Scale per SKU
26 years at Costco Canada
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Costco Taiwan & Korea Market & Growth Opportunity
Costco's International Growth Opportunity
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Costco International: 650+ Store Opportunity
Costco: APAC & China Store Growth Potential
Costco Buying Strategies & Supplier Relationships
Costco Wholesale: Management, Philosophy, & Culture
Costco UK & Europe Store Opportunity
Costco Wholesale
Amazon.com Structural Advantages vs Traditional Retail
Costco Australia & China Growth
Costco: The Executive Membership, Gas Stations, & Selling Popchips into Costco
Costco: Culture & Operating Principles at Costco Canada
Costco's Changing Philosophy
Costco: Multi-Vendor Mailers & Merchandise Margins
Coty - COTY
Countryside Partnerships plc
Countryside Properties PLC - CSPC
Cox Automotive
CRC Insurance
Credit Acceptance - CACC
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
Credit Acceptance: Loan Volume Growth
Credit Acceptance: CAPS vs DealerCenter Loan Application Workflow
Credit Acceptance: Hurdles to Loan Volume Growth
Credit Acceptance: Dealer Survey
Food Delivery Wars and Credit Acceptance's Underwriting Moat
Credit Acceptance Corporation: Educating Dealers
Credit Acceptance
Credit Acceptance: CAPS Workflow Challenges
Credit Acceptance vs Westlake Loan Economics
Credit Acceptance, CAPS, & New York Litigation
CACC vs Westlake: Loan Origination Process
Credit One
Cruise
CSL - CSL
Cytek Biosciences Inc - CTKB
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Cytek Biosciences: A Distributor Perspective
Maxcyte's Technology, Pricing, & Growth Outlook
Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
Cytek Biosciences: Flow Cytometry Competition
Cytek Biosciences: Full Spectrum Flow Cytometry
D
D2L INC - DTOL
Daimler AG - DAIGn
Danaher Corp - DHR
Danaher Business System: Hach Sales Team Case Study
Pall, Cytiva & the Bioprocessing Manufacturing Process
Danaher: Cytiva's Bioprocessing Filtration Portfolio
Top 10 Interviews in 2021, Danaher, and In Practise in 2022
Danaher's Culture, Pall Industrial, & Deploying DBS
Halma, Danaher, CSU & Serial Acquirer Org Structures
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
The Danaher Business System Mindset
Danaher: Implementing DBS in the Sales Process
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
Röko: Sector-Agnostic vs Sector Focused Acquirers
Danaher, Sartorius, & an Overview of The Bioprocessing Environment
Danaher Business System: Kaizen Case Study at Pall
Danaher, Beckman Coulter, & The DBS Machine
Danaher: M&A Runway, Target Evaluation Process & Valuations
Danaher Business System: Batch to One Piece Flow Manufacturing
Danaher & Sartorius: Promising Yield
Serial Acquirers
Danaher: Cytiva, HyClone, & Cell Culture Sales
Danaher's Pall: Medical vs Biopharma Segment Quality
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Danone SA - DANO
Databricks
DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Snowflake: Pace Of Innovation & Next Growth Vectors
Databricks, Snowflake, GCP, & Public Cloud Competition
Snowflake: IaaS vs PaaS & Analytics Budgets
Snowflake & Databricks: Comparison, AI & Convergence of Offering
Databricks: Melting the SNOW
Datadog - DDOG
Selling Microsoft Office 365 Commercial
DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow
New Relic vs Datadog: Fight for Observability
Datadog, AppDynamics, & Observability Products
ServiceNow: Customer Maturity, New Products & Value Realization
Datadog, Open Telemetry, & A History of Observability
ServiceNow: Competing with Jira & Datadog
Elastic Positioning & Growth Strategies
Chronosphere: Datadog, Prometheus, & Centralizing Observability
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
DB Schenker
Debenhams
Deliveroo - ROO
Just Eat & Online Food Delivery in Spain
Scaling Uber EATS in London
Deliveroo & Dark Kitchens
Online Food Delivery in France: Deliveroo, UberEats, & Gorillas
Slerp & UK White Label Restaurant Food Delivery
Elmenus & Egyptian Food Delivery
Online Food Delivery: Spain Labor Law & Market Structure Changes
Burger King UK: Offline to Online Food Delivery
Just Eat Takeaway: Protecting the Legacy UK Marketplace
Online Food Delivery: Marketplaces & Logistics Business Models
Online Food Delivery: A Restaurant's Perspective
Glovo & EU Convenience Delivery
Getir & On-Demand Grocery Delivery
Delivery Hero SE - DHER
Delphi Technologies - DLPHI
Delta Air Lines - DAL
Demant A/S - DEMANT
Deutsche Lufthansa AG - LHAG
Deutsche Post AG - DPWGn
Diageo - DGE
Fever Tree Australia: Positioning & Distribution Strategy
Becle: Agave Price Trends, CRT Inventory & Possible Remedies
Diageo, Fever Tree, Naked Wines & A History of US Alcohol Distribution
A History of US Wine & Spirits Distribution
Becle: CRT Inventory Accuracy, Pricing Dynamics & Local Ecosystem
Diageo & Brand Innovation
Becle: Tequila Agave Pricing, Supply & Demand Dynamics
Premium Spirits: US On/Off-Premise Distribution
DiaSorin SpA - DIAS
DiDi
DIGIMARC CORPORATION - DMRC
Dino Polska S.A. - WSE:DNP
Dino Polska: Growth Runway & Competition
Dino Polska, Tesco, and Polish Food Retail
Dino Polska & the Polish Grocery Market
Dino Polska & Polish Grocery: Navigating A Deflationary Environment
Dino Polska: Evolution of the Polish Competitive Landscape
Dino Polska vs Biedronka: Fresh Meat
Dino Polska: Challenges to Replicate the Model
Diploma PLC - DPLM
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
IP Podcast: Diploma PLC
Serial Acquirers: Purchase Price Accounting
Diploma PLC: Windy City Wire
Diploma PLC & Value-Added Distribution
Essentra PLC
Diploma PLC: Leadership and M&A from Bruce to Johnny
Röko: Sector-Agnostic vs Sector Focused Acquirers
Serial Acquirers
Essentra Components History and Business Quality
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Discovery Inc - DISCA
Diversey
Dollar Tree Inc - DLTR
Domino's Pizza Enterprises - DMP
Domino's Pizza Group - DOM
Domino's Pizza Poland & the Polish Pizza Delivery Market
Domino's Pizza: Fortressing a Market
Restaurant vs Hotel Distribution & FDM Group
Domino's Pizza Group: Master Franchising
Domino's Pizza Enterprises: Running a Domino's Store
Domino's Pizza: Managing the US and UK Franchise Network
Discount Gyms, Domino’s, & Hotelling’s Location Model
Domino's Pizza: US vs UK Franchising
Online Food Delivery: A Restaurant's Perspective
Domino's Pizza, Inc - DPZ
Domino's Pizza Poland & the Polish Pizza Delivery Market
Domino's Pizza: Fortressing a Market
Yum! Brands: Scaling Pizza Hut in China
Restaurant vs Hotel Distribution & FDM Group
Domino's Pizza Group: Master Franchising
Domino's Pizza Enterprises: Running a Domino's Store
Domino's Pizza: Managing the US and UK Franchise Network
Discount Gyms, Domino’s, & Hotelling’s Location Model
Domino's Pizza: US vs UK Franchising
Pizza Hut & The Indian Pizza Market
Domino's Pizza: 5,000+ Store Opportunity in China
Doordash - DASH
Dopper
Double Dutch Drinks
Douglas
DP Poland
Draftkings - DKNG
DR Horton - DHI
D.R. Horton Inc - DHI
Druid
Duck Creek Technologies Inc - DCT
DXC Technology - DXC
Dynapower Company, LLC
Dynatrace - DT
E
Eastman Chemical Co - EMN
Eaton Corporation PLC - ETN
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Proponent, HEICO, & Aerospace Distribution
HEICO: PMA vs OEM Power
Boeing Propulsion: OE and Aftermarket Strategies
TransDigm Group Podcast
eBay - EBAY
Ebury
EDGE Pipeline
Elanco - ELAN
Elastic - ESTC
Electrify America
Electronic Arts Inc - EA
Embrace Pet Insurance
Embracer Group AB - EMBRAC
EMI Group - SNE
Enghouse
Enphase Energy
EPAM Systems - EPAM
Epic Games
Epiroc AB - EPIRa
EQS Group
Equals Group
EquipmentShare
Essensys
Essentra PLC - ESNT
EssilorLuxottica SA - ESLX
Estee Lauder - EL
ESTERLINE TECHNOLOGIES - ESL
Etihad Airways
ETL Global
ETSY INC - ETSY
Euler Hermes
Eurocash
Eurofins Scientific - ERF
European Central Bank - ELE
EVgo
EVI Industries - EVI
Evolution Gaming - EVO
Investor Dialogue: Evolution Gaming Short Report
Evolution Gaming: Aggregator / Operator Relationship
Evolution Gaming & Unregulated Asian Gaming Markets
Evolution Gaming: Workings Of A Crypto Casino
Evolution Gaming, Red Tiger, & Online Casino Gaming Regulation
Evolution Gaming: A SE Asia Operator Perspective
Evolution Gaming, Kambi, & US Gaming Regulation
Evolution Gaming vs Pragmatic Play
Evolution Gaming: B2B Aggregators and Regulatory Outlook
Evolution Gaming: Supplier / Aggregator Relationship
Evolution Gaming's Asia and Crypto Risk
Evolution Gaming: US Competition
Evolution Gaming: Game Development Process
Evolution Gaming: Crypto Player Behaviour & Payments Flow
Evolution Gaming: Europe vs Asian Live Casino Distribution
Evolution Gaming: US Regulatory Environment
Evolution Gaming: APAC GGR by Country & Crypto Casinos
Evolution Gaming: Asian B2B Landscape
Investor Dialogue: Evolution Gaming & Live Casino Competition
Building an Online Live Casino Offering
Evolution Gaming: Asia iGaming Value Chain & Crypto Casinos
Ezugi, Evolution Gaming, & LATAM Live Casino
Evolution Gaming, NetEnt, & Online Gaming Regulation & Tax Outlook
Evotec A.G. - EVT
Expedia - EXPE
Expeditors International of Washington Inc - EXPD
Exp World - EXPI
F
Facebook Inc - FB
FanDuel - FLTR
Farfetch - FTCH
Fastenal Inc - FAST
Fastpayhotels
Faurecia - EO
FDM Group - FDM
FD Technologies - FDP.L
FedEx Corp - FDX
Fedex Freight, Old Dominion, & US LTL Trucking
Choosing LTL Carriers: A Customer's Perspective
Amazon Logistics: US Network Buildout & Rationalization
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
Old Dominion Freight Line: National Account Management & Expedite Services
Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch
Fedex Express: The Design & Evolution of a Delivery Network
Amazon: How a Unit Flows through the Network & Unit Costs
Feelunique - LVMH
Ferguson PLC - FERG
Ferrari NV - RACE
Fetch Pet Insurance
Fever Tree - FEVR
Fever Tree: Sourcing, Bottling, & Demand Planning
Fever Tree Australia: Positioning & Distribution Strategy
Investor Dialogue: Fever Tree
Fever Tree: Off-Premise Channel Update
Diageo, Fever Tree, Naked Wines & A History of US Alcohol Distribution
Fever Tree vs Monster Beverage Distribution Strategy
Q Mixers: US Distribution
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
Double Dutch & UK Premium Mixer Market
Fever Tree: US History and Opportunity
Fever Tree vs Q-Mixers: On-Premise Battles
Fentimans, Fever Tree, & US Premium Mixer Distribution
Fever Tree US Competition
Fever Tree US vs UK Growth Opportunities
Fever Tree: US Distribution
Fever Tree: Gross Margin Outlook
Monster, Fever Tree & Non-Alcoholic Beverage Distribution
Fever Tree: Southern Glazer's US Distribution Relationship
Q-Mixers vs Fever Tree: On-Premise Channel
Fever Tree: UK History and Gross Margin Outlook
Fielmann - FIE
FIVE BELOW - FIVE
Fiverr - FVRR
Fluence Energy
Flutter Entertainment PLC - FLTRF
Flybe
Ford Motor Co - F
Fortinet - FTNT
Fortive Corp - FTV
Four Seasons Health Care
FranklinWH
frontdoor - ftdr
Fursure
G
GameStop - GME
Games Workshop Group PLC - GAW
GAN - GAN
Geely
GEICO
GENERAC HOLDINGS INC - GNRC
General Electric Co - GE
General Motors Co - GM
Genesis Finance
Genie
Gerresheimer AG - GXIG
Getaround
Getir
GET Thailand
GetYourGuide
GFL Environmental - GFL
Gitlab Inc - GTLB
Givaudan SA - GIVN
GLG - GLG
Global E Online - GLBE
Global Fashion Group - GFG
Global Payments Inc - GPN
Glovo
GN Store Nord A/S - GN
GODADDY INC - GDDY
GoEasy - GSY
Go-Jek
Goodfood - Food.to
Goodman Jones
GOODYEAR TIRE & RUBBER - GT
Google - GOOG
Selling Microsoft Office 365 Commercial
Alphawave: Hyperscaler Customer Chip Development
AWS Series: Kubernetes & The Portability Illusion
The History of x86, ARM, & Amazon's Graviton Processor
Google AI in Search, YouTube, Assistant vs ChatGPT
Snowflake, Synapse, and Redshift: Customer Angle
The Media Planning and Buying Process
Cogent Communications: Hyperscalers' Dark Fiber Demand
AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
Amazon Web Services: EC2 Graviton Strategy
AWS: Culture, EC2, EBIT Margins & Market Share Outlook
Restaurant vs Hotel Distribution & FDM Group
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Amazon Ads: 1P and 3P Spend Breakdown
Google Workspace: SMB to Enterprise Sales
SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition
Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving
Microsoft 365, Google Workspace & Selling through the Channel
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
KAYAK: History and Future of Travel Search
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Amazon Advertising: Endemic & Non-Endemic Ads
Snowflake: Investment Trends & Cost Optimization
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Google Search, Bing & The Threat Of Disruption
Pinterest: Middle of the Funnel
Amazon Advertising: Decoupling from GMV
AWS: Running a Hyperscale Data Center
Just Eat: Lessons from Scaling an Online Marketplace
AWS: Containers, Kubernetes, & EC2 Stickiness
YouTube, Twitch, & Live-Video Monetisation
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation
Amazon Ads, Google DoubleClick & the Ad Tech Value Chain
Snowflake Positioning vs AWS, GCP, Azure
Yelp: Local SMB Model
Spotify Podcasting: Original Content Strategy
Spotify Podcast Ads: Monetising a Megaphone Show
Snowflake: IaaS vs PaaS & Analytics Budgets
Microsoft Teams: Product Evolution, Strategy & Competition
Google & Travel Value Chain Structure
Google Travel: Debating Potential Abuse of Market Power
Amazon Web Services: Data Center Economics
Amazon Ads & The Retail Media Landscape
Investor Dialogue: Amazon Web Services
Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
AWS Graviton’s Process Power
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
Azure, GCP, BigQuery, Snowflake & Cloud Competition
Tremor International Growth Opportunities and Challenges
Yelp: From SMB to Enterprise Clients
Pinterest Positioning, Attribution & IDFA
Amazon Advertising
Booking Holdings: Travel SEO and SEM Travel
Google Workspace vs Microsoft 365
Snowflake & Databricks: Comparison, AI & Convergence of Offering
Spotify: Podcast Advertising Value Chain
Google: Selling Display Advertising
Hyperscalers: Cloud TAM
Google Stadia: Challenges Scaling a Cloud Gaming Service
Amazon Web Services
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
Yelp vs Google: SMB Ad Agency Perspective
Gorillas
Goyard
Grab
GRAIL
Grainger PLC - GRI
Greatview Aseptic Packaging Company Ltd - HKG: 0468
Great Wall Motor
Green Mountain Power
Greentech Renewables
Grenke AG - GLJn
Grifols SA - GRLS
Grubhub - GRUB
Gruppo MutuiOnline - MOL
GUIDEWIRE SOFTWARE INC - GWRE
GVC Holdings - GVC
H
Hagerty - HGTY
Hagerty & Classic Car Insurance: Agency Side
Hagerty International: UK Classic Car Insurance
Hagerty vs NSM Insurance Group: Classic Car Insurance
Hagerty Marketplace: The Inner Workings of Collector Car Auctions
Hagerty: Agency and Insurance Partnerships
Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
Halma PLC - HLMA
Serial Acquirers: Purchase Price Accounting
Bergman & Beving: Lagercrantz 2.0?
Halma, Danaher, CSU & Serial Acquirer Org Structures
Halma, Crowcon Detection Instruments, & HLMA Process Safety Sector
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
Diploma PLC: Leadership and M&A from Bruce to Johnny
Halma: BEA Sensors Group
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
Röko: Sector-Agnostic vs Sector Focused Acquirers
Halma, Kirk Key, & HLMA Organisational Structure
Judges Scientific, Geotek, & GDS Instruments
Serial Acquirers
Halma: Driving Organic Growth and Innovation
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
HashiCorp - HCP
DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow
HashiCorp: License Change & Leadership
Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC
HashiCorp: Sales & Marketing Strategy
HashiCorp: From Open-Source To Enterprise
HashiCorp: Terraform Open-Source to Paid
Havas Media Group
HAVERTY FURNITURE INC - HVT
HCA Healthcare Inc - HCA
Healthy Paws Pet Insurance & Foundation
H&E EQUIPMENT SERVICES - HEES
HEICO - HEI
HEICO: Flight Support Group
Lufthansa Technik: 30 years of Base & Line Maintenance
Designing, Approving, and Selling PMAs
HEICO / Wencor: MRO Synergies
Jet Parts Engineering, HEICO, & PMA Growth Opportunity
HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)
Serial Acquirers: Purchase Price Accounting
AmSafe, HEICO, & Aerospace Aftermarket Distribution
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
HEICO & the Value of Vertical Integration
ADPma: Manufacturing & Selling PMA Aerospace Parts
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
HEICO: Wencor Acquisition
HEICO: Wencor Acquisition Synergies and Analysis
TransDigm, HEICO, OEM vs PMA, & Dual vs Sole Source Parts
HEICO, PMA History, and Pricing vs OEM
HEICO: Airline MRO Customer Perspective
TransDigm: Boeing vs OEM Supplier Bargaining Power
HEICO, Transdigm, & PMA Parts
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Safran: CFM56 & LEAP MRO
Proponent, HEICO, & Aerospace Distribution
HEICO: PMA vs OEM Power
HEICO PMA and MRO: Airline Customer Perspective
Boeing Propulsion: OE and Aftermarket Strategies
Boeing Global Services, TransDigm & Supplier Relationships
Serial Acquirers
Safran & CFM56 Engine Overhaul
HEICO / Wencor
TransDigm Group Podcast
HEICO vs Wencor: PMA and MRO
Investor Dialogue: HEICO, Transdigm, & Terminal Values
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Boeing, TransDigm, & a History of Aftermarket Distribution
HelloFresh
Hellofresh SE - HFGG
Herc Rentals
Sunbelt Rentals: Competition with Independent Equipment Rental Firms
Sunbelt, United and Herc Rentals: Customer Perspective
Sunbelt Rentals: Pump & Power Specialty Equipment
Herc, Sunbelt, United Rentals: Equipment Rental Buying & Pricing
EquipmentShare: Competing with Sunbelt and United Rentals
Herc Rentals, Sunbelt, & United Rentals Competition
Ashtead, Herc, & United Rentals: Equipment Rental Market Growth Prospects
Sunbelt vs United: the Nature of Equipment Rental Competition
Hermes International SCA - HRMS
Hermes Investment Management
HERTZ GLOBAL HOLDINGS - HTZ
Hesai Technology
HILTON GRAND VACATIONS - HGV
Hilton Worldwide - HLT
Hipgnosis Songs Fund Ltd - SONG
H & M Hennes & Mauritz AB - HMb
Home Depot Inc - HD
Honeywell International Inc - HON
Lufthansa Technik: 30 years of Base & Line Maintenance
Designing, Approving, and Selling PMAs
HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
HEICO: Wencor Acquisition
HEICO: Wencor Acquisition Synergies and Analysis
HEICO, PMA History, and Pricing vs OEM
TransDigm: Boeing vs OEM Supplier Bargaining Power
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Proponent, HEICO, & Aerospace Distribution
HEICO: PMA vs OEM Power
HEICO PMA and MRO: Airline Customer Perspective
Boeing Propulsion: OE and Aftermarket Strategies
TransDigm Group Podcast
Boeing, TransDigm, & a History of Aftermarket Distribution
Howdens Joinery Group - HWDN
Howden Kitchens, Independent Retailers, & EU Kitchen Market Structure
Competing with Howdens Joinery
Howdens: UK Kitchen Demand and Supply
Howden Joinery, Wren Kitchens, and HWDN in France
Howden Joinery: Netherlands History & EU Growth Opportunity
Wren Kitchens, Howden Joinery, & the UK Kitchen Market Structure
Howden Joinery
HUBSPOT INC - HUBS
I
IAA - IAA
Iberostar Group
IDEXX Laboratories Inc - IDXX
iFIT
IKEA - IKEA
Illumina - ILMN
Illumina Inc - ILMN
IMCD Group - IMCD
Imply
Inchcape PLC - INCH
Inditex - ITX
On-Demand Fast Fashion Supply Chain in Turkey
Shein: Perspective of a Supplier
Zara Buying & Merchandising Strategies
SHEIN's Supply Chain: How it Works
Shein vs Zara vs ASOS: A Supplier's Perspective
Zara's Supply Chain
Shein: Disrupting Fast Fashion
Mango and Sustainable Fashion Sourcing Strategies
Zara & SHEIN Supply Chain Analysis
Indutrade AB - INDT
Bergman & Beving
Bergman & Beving: Lagercrantz 2.0?
Indutrade: Unsuccessful Acquisition Case Study
Röko: Building a Leading Serial Acquirer
Bergman & Beving: Spin-offs, Value Chain & New Management
Diploma PLC: Leadership and M&A from Bruce to Johnny
Röko: Sector-Agnostic vs Sector Focused Acquirers
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Infineon Technologies AG - IFXGn
InfluxDB
Ingersoll Rand Inc - IR
InPost - INPST
Instacart
Instalco - instal
Instructure - INST
Intel
Intel Corp - INTC
International Paper Co - IP
International Programs Group (IPG)
Intuit Inc - INTU
Intuitive Surgical Inc - ISRG
Robotic Surgery, Hugo vs Da Vinci & The Role of Simulation
Intuitive Surgical: A Buyer's Perspective
Intuitive Surgical: Training Surgeons on the Da Vinci
Intuitive Surgical: Selling $2m da Vinci Robots
Surgical Science: Relationship with Intuitive Surgical & Robotic OEM's
Intuitive Surgical: Selling Da Vinci Systems, Simulators & Competition
Intuitive Surgical vs Laparoscopy Cost and Sales Process
IQVIA Holdings Inc - IQV
Ituran - ITRN
J
Jaguar Land Rover
James Hardie Industries Plc - JHX
JAMES RIVER GROUP HLDG - JRVR
Jeronimo Martins SGPS SA - JMT
JLG Industries
Johnson & Johnson - JNJ
Robotic Surgery, Hugo vs Da Vinci & The Role of Simulation
Intuitive Surgical: A Buyer's Perspective
Intuitive Surgical: Training Surgeons on the Da Vinci
Alcon & Global Contact Lenses Competition
Surgical Science: Relationship with Intuitive Surgical & Robotic OEM's
Intuitive Surgical: Selling Da Vinci Systems, Simulators & Competition
Intuitive Surgical vs Laparoscopy Cost and Sales Process
Alcon AG: Competitive Dynamics in Eye Surgery
Jubilant Foodworks - JUBLFOOD
Judges Scientifc PLC - JDG
Judges Scientific: GDS Instruments
Oxford Cryosystems: Selling to Judges Scientific PLC
Bergman & Beving: Lagercrantz 2.0?
Investor Dialogue: Judges Scientific
Indutrade: Unsuccessful Acquisition Case Study
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
Bergman & Beving, Lagercrantz, Nordic B2B Distribution & M&A
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
Röko: Sector-Agnostic vs Sector Focused Acquirers
Judges Scientific, Geotek, & GDS Instruments
Company Profile: Judges Scientific PLC
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Just Eat Takeaway - TKWY
Just Eat & Online Food Delivery in Spain
Scaling Uber EATS in London
Deliveroo & Dark Kitchens
Uber Eats, SkipTheDishes & Food Delivery Business Models
Online Food Delivery in France: Deliveroo, UberEats, & Gorillas
Domino's Pizza: Managing the US and UK Franchise Network
Slerp & UK White Label Restaurant Food Delivery
Nimbus Kitchens, Roberta's Pizza & Ghost Kitchens
Elmenus & Egyptian Food Delivery
Just Eat: Lessons from Scaling an Online Marketplace
Food Delivery Wars and Credit Acceptance's Underwriting Moat
Online Food Delivery: Spain Labor Law & Market Structure Changes
Burger King UK: Offline to Online Food Delivery
Bechtle AG, Software Reselling, & White Label Food Delivery
Just Eat Takeaway: Protecting the Legacy UK Marketplace
Online Food Delivery: Marketplaces & Logistics Business Models
Online Food Delivery: A Restaurant's Perspective
Glovo & EU Convenience Delivery
Getir & On-Demand Grocery Delivery
K
Kambi Group - KAMBI
Kam Lung Motor Group
Kantox
KB HOME - KBH
Kelly Partners Group - KPG
Kelly Partners Group: New Ventures, Operating Structure & Management
Kelly Partners Group & Accountancy Roll-Ups
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Kelly Partners Group: UK Expansion & ETL Global
Kelly Partners Group: A Selling Partner's Perspective
UK Accountancy Practice M&A
Kelly Partners Group & Accountancy Practice M&A
Kelly Partners Group (KPG) & Accountancy Roll-Ups
William Buck & Australian Accounting Roll-Ups
Kering SA - PRTP
Kerring - KER
Keywords Studios - KWS
KINSALE CAPITAL GROUP - KNSL
KNIGHT TRANSPORTATION - KNX
Kone Oyj - KNEBV
Kroger Co - KR
Kuehne und Nagel International AG - KNIN
KX
L
ladyinlondon.com
Lagercrantz Group AB
Bergman & Beving: The Original Serial Acquirer
Lifco AB: Dental Division History and Org Structure
Serial Acquirers: Purchase Price Accounting
Bergman & Beving
Bergman & Beving: Lagercrantz 2.0?
Indutrade: Unsuccessful Acquisition Case Study
Bergman & Beving, Lagercrantz, Nordic B2B Distribution & M&A
Röko: Building a Leading Serial Acquirer
Bergman & Beving: Spin-offs, Value Chain & New Management
Diploma PLC: Leadership and M&A from Bruce to Johnny
Serial Acquirers
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Lambda Labs
Landoll
LAWSON PRODUCTS INC - LAWS
LCM
Lear Corporation - LEAR
Lectra - LSS
Lemonade, Inc - LMND
Lennar
Lennar Corp - LEN
LENNOX INTERNATIONAL INC - LII
Leslie's - LESL
LG
LG Chem Power Inc
LGI HOMES INC - LGIH
Lidl
Aldi, Ocado, & Online Grocery Business Models
Dino Polska: Growth Runway & Competition
Lidl: Hard Discounter Business Models
Naked Wines & The Online Wine Opportunity
Lidl in Ireland: from 0 to 12% market share in 20 years
Mercadona and Discount Food Retail
Lidl and Hard Discounter Culture
Aldi: Hard Discounter Business Models
Dino Polska & Polish Grocery: Navigating A Deflationary Environment
Hard Discounter Business Models: Aldi's Disruption of UK Food Retail
ASDA and UK Food Retail
Hard Discounters vs Big Four UK Grocers: Asda Case Study
Lidl: Hard Discounter Private Label Strategy
Leadership Principles: Lessons from 25 Years in Consumer Retail
Dino Polska: Challenges to Replicate the Model
Lifco AB - LIFCO
Lifco AB: Dental Division History and Org Structure
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
Addtech & B2B Industrial Distribution
Serial Acquirers: Purchase Price Accounting
Bergman & Beving
Bergman & Beving: Lagercrantz 2.0?
Indutrade: Unsuccessful Acquisition Case Study
Bergman & Beving, Lagercrantz, Nordic B2B Distribution & M&A
Röko: Building a Leading Serial Acquirer
Bergman & Beving: Spin-offs, Value Chain & New Management
Diploma PLC: Leadership and M&A from Bruce to Johnny
Röko: Sector-Agnostic vs Sector Focused Acquirers
Lifco AB and Ahlberg Cameras: Portfolio Company and Post-Acquisition Review
Serial Acquirers
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Linde PLC - LIN
LITHIA MOTORS INC - LAD
LiveChat Software - WSE:LVC
Livechat Software: Customer Angle
LiveChat Software: Competitor Perspective
LiveChat / Text: Mid-Market Entry & Building A Sales Team
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
LiveChat Software: A Partner Perspective
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
LiveTiles Limited - LVT
Lockheed Martin Corp - LMT
Lonza Group AG - LONN
L'Oreal - OR
Loro Piana
LOUISIANA PACIFIC CORP - LPX
Lowe's - LOW
Lowe`s Companies Inc - LOW
Lucid Motors
LumApps
Lumen Technologies Inc - LUMN
Lumine Group
LVMH Moet Hennessy Louis Vuitton SE - LVMH
Feelunique, Adore Beauty, & Beauty as an Online Category
Estee Lauder: Beauty Innovation
Moncler, Hermès, & Scaling Luxury Brands
Belmond: Creating Extraordinary Experiences
Salvatore Ferragamo & Luxury Retail Unit Economics
Bottega Veneta: Luxury Brand Building
YOOX-NET-A-PORTER & Online Luxury Distribution Models
Versace: Impact of Capri Holdings
Brunello Cucinelli: Philosophy, Customer Profile & Growth
Online Luxury Fashion: Marketplaces vs Retailers
Brunello Cucinelli, Loro Piana & Luxury Cashmere
RIMOWA & Luxury Retail Distribution
Lyft - LYFT
M
MACYS INC - M
Made.com - MADE
Magnite - MGNI
Tremor International: SSP & DSP Vertical Integration
Amazon Ads, Google DoubleClick & the Ad Tech Value Chain
The Trade Desk: Publisher Programmatic Strategies
Tremor International Growth Opportunities and Challenges
The Trade Desk & The CTV Industry Structure
The Connected TV Advertising Value Chain
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
Mainfreight
Mainfreight: Understanding the Air & Ocean Division
XPO Logistics & US LTL: Scaling via M&A
Choosing LTL Carriers: A Customer's Perspective
Mainfreight Australia History and Turnaround
Mainfreight vs Old Dominion: US LTL Comparison
Less-Than-Truckload US Market: Agency Model
Mainfreight: Warehouse Network Structure and Design
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
Mainfreight Culture and US Market Challenges
Mainfreight's History & Operational Strategy
US LTL: A Non-Asset-Based Network Structure
MALIBU BOATS INC - MBUU
Mango
Manheim
ACV Auctions Competitive Advantage & Threats
Copart: New Market Expansion Process & Challenges
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
ACV Auctions: Operating Model
ACV Auctions
ADESA, Manheim, & US Wholesale Auto Auctions
America's Auto Auction, ADESA, Manheim, & US Wholesale Auctions
Manolete Partners - MANO
MANPOWERGROUP - MAN
ManyPets
Maravai Lifesciences Holdings Inc - MRVI
MARINEMAX INC - HZO
Markel - MKL
Marks and Spencer Group PLC - MKS
Marlowe - MRL.L
Marriott International Inc - MAR
MARRIOTT VAC WORLD CORP - VAC
Mars Veterinary Health - Mars Veterinary Health
Masimo - MASI
Mastercard Inc - MA
MatchesFashion
Match Group - MTCH
MaxCyte - MXCT
McDonald's - MCD
Medtronic PLC - MDT
Robotic Surgery, Hugo vs Da Vinci & The Role of Simulation
Intuitive Surgical: A Buyer's Perspective
Intuitive Surgical: Training Surgeons on the Da Vinci
Surgical Science: Relationship with Intuitive Surgical & Robotic OEM's
Intuitive Surgical: Selling Da Vinci Systems, Simulators & Competition
Masimo & At-Home Continuous Monitoring
Intuitive Surgical vs Laparoscopy Cost and Sales Process
Meggitt PLC - MGGT
Mercadona
Mercell Holding AS - MRCEL NO
Merck animal healthcare
Merck & Co Inc - MRK
Merck KGaA - MRCG
MERITAGE HOMES CORP - MTH
Meta - META
Metro AG - B4B
Michael Kors - CPRI
Michelin
Microchip Technology Inc - MCHP
Microsoft Bing
Microsoft Corp - MSFT
Selling Microsoft Office 365 Commercial
Alphawave: Hyperscaler Customer Chip Development
AWS Series: Kubernetes & The Portability Illusion
Nintendo: Everlasting Gaming IP
The History of x86, ARM, & Amazon's Graviton Processor
Google AI in Search, YouTube, Assistant vs ChatGPT
Snowflake, Synapse, and Redshift: Customer Angle
New Relic vs Datadog: Fight for Observability
Cogent Communications: Hyperscalers' Dark Fiber Demand
AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
Amazon Web Services: EC2 Graviton Strategy
Atlassian: Work Management Positioning & Monetizing Trello
AWS: Culture, EC2, EBIT Margins & Market Share Outlook
KX: A Customer's Perspective
AWS: Long-Run and Normalised FCF Margin Estimates
LiveTiles, Unily and the Intranet-in-a-Box Market
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Amazon Ads: 1P and 3P Spend Breakdown
Google Workspace: SMB to Enterprise Sales
SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition
AWS Series: Hyperscale Data Centers, Physical Moats, & Server Lifetime
Atlassian: Confluence Strategy & Competition
Microsoft 365, Google Workspace & Selling through the Channel
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Google Search, Bing & The Threat Of Disruption
Snowflake: Pace Of Innovation & Next Growth Vectors
Databricks, Snowflake, GCP, & Public Cloud Competition
Microsoft Gaming: Xbox Cloud & Game Pass
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
LiveTiles & The Microsoft Sharepoint Ecosystem
AWS: Running a Hyperscale Data Center
Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC
Cogent Communications, Microsoft, & Dark Fiber Networks
AWS: Containers, Kubernetes, & EC2 Stickiness
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Bechtle AG & The Microsoft Partner Ecosystem
Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation
Snowflake Positioning vs AWS, GCP, Azure
OKTA, Microsoft E5, & Identity Competition
HashiCorp: Sales & Marketing Strategy
Snowflake: IaaS vs PaaS & Analytics Budgets
Microsoft Teams: Product Evolution, Strategy & Competition
Amazon Web Services: Data Center Economics
Alteryx: Competition, Enterprise Sales & Use-Cases
Investor Dialogue: Amazon Web Services
Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
AWS Graviton’s Process Power
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
Azure, GCP, BigQuery, Snowflake & Cloud Competition
HashiCorp: From Open-Source To Enterprise
Google Workspace vs Microsoft 365
Microsoft Gaming: Xbox vs PlayStation Positioning
Alteryx: Designer Cloud, Trifecta Acquisition & Product Strategy
Snowflake & Databricks: Comparison, AI & Convergence of Offering
Hyperscalers: Cloud TAM
Google Stadia: Challenges Scaling a Cloud Gaming Service
Amazon Web Services
Atlassian: Reselling Jira and Confluence
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
HashiCorp: Terraform Open-Source to Paid
MILLER INDUSTRIES INC - MLR
Mission Lane
Mister Car Wash
Mitsubishi Corporation - Mitsubishi Corporation
MIX TELEMATICS - MIXT
Mobileye
Moderna
Momentum Group
Moncler SpA - MONC
Monday.com - MNDY
Monex - MON
MongoDB - MDB
Monster Beverage Corp - MNST
Moonpig Group - LON:MOON
Motional
Motorpoint - MOTR
Inchcape: EU Auto Retail Distribution Dynamics
Cazoo, Cinch, Motorpoint & UK Used Car Market
AerCap, Aircraft Leasing, & Auto Dealer Business Models
UK Used Car Market Competitive Landscape
Vertu Motors & UK Franchise Auto Dealers
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Motorpoint, Cazoo, & Imperial Car Supermarkets
MRO Holdings
MSC INDL DIRECT INC - MSM
MTU Aero Engines AG - MTXGn
MURPHY USA INC - MUSA
Mytheresa
N
N26
Naked Wines - WINE
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Naked Wines & The Online Wine Opportunity
Diageo, Fever Tree, Naked Wines & A History of US Alcohol Distribution
Naked Wines: Australia Market Performance
Naked Wines: Trading Update & New Customer Growth
Naked Wines: Inventory Overstock & Turnaround
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Investor Dialogue: Naked Wines
Vivino Wine Marketplace & US DTC Wine
Naked Wines & Customer Lifetime Value
Naked Wines: Business Model Economics
Vivino, Naked Wines, & US DTC Wine
A History of US Wine & Spirits Distribution
Naked Wines: Operational Changes & Strategic Opportunities
Naked Wines: Testing to Build
Naked Wines: A Unique Subscription Model
Naked Wines: FY22 Results and Reflections
NANOSTRING TECH INC - NSTG
Nationwide Pet
NAUTILUS INC - NLS
Neff Rental, Inc.
Nemetschek SE - NEKG
Nestlé - NESN
Netflix Inc - NFLX
Amazon Prime's Sports Rights Strategy
Netflix and Global Video Streaming
Amazon Advertising: Endemic & Non-Endemic Ads
Netflix Business Model & Economics
Netflix Engineering & AWS Relationship
The Trade Desk: Publisher Programmatic Strategies
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
Netto Polska
New Look
New Relic - NEWR
Next PLC - NXT
Nielsen Holdings PLC - NLSN
Nikola - NKLA
Nimbus Kitchens
Nintendo - NTDOY
NIO
Nissan Motor Corporation
Nobia - NOBI
Nokia - NOKIA
Nordzucker AG
Novartis - NOVN
NRC Industries
NSM Insurance Group
Nubank - NU
NVIDIA Corp - NVDA
NVR Inc - NVR
O
Oak Harbor Freight Lines Inc
Ocado - OCDO
Aldi, Ocado, & Online Grocery Business Models
UK Online and Offline Grocery Models
Ocado & Online Grocery Economics
Ocado Solutions Platform: Powering Global Online Grocery
Sainsbury's, Tesco, & UK Dark Grocery Stores
Amazon Fresh, Whole Foods, & US Online Grocery
Dematic, Ocado, & Centralised vs Decentralised Online Grocery Fulfilment
OHB SE - OHB
OKTA INC - OKTA
Old Dominion Freight Lines - ODFL
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
XPO Logistics & US LTL: Scaling via M&A
Old Dominion Freight Lines: LTL Pricing & 3PL Threat
Fedex Freight, Old Dominion, & US LTL Trucking
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Choosing LTL Carriers: A Customer's Perspective
Mainfreight vs Old Dominion: US LTL Comparison
Less-Than-Truckload US Market: Agency Model
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
Old Dominion, Saia, & US LTL Competition
Old Dominion Freight Lines vs Fedex Freight: Competitor Angle
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
Mainfreight Culture and US Market Challenges
Mainfreight's History & Operational Strategy
US LTL Trucking: Old Dominion Freight Lines vs YRC Freight
Old Dominion Freight Line: National Account Management & Expedite Services
US LTL: A Non-Asset-Based Network Structure
Olo - OLO
Olo - OLO
Omni Bridgeway - OBL
Burford Capital & Litigation Finance
Burford Capital & Litigation Fair Value Accounting
Burford Capital: Law Firm and Funder Relationship
Burford Capital, Elliott Management & Collecting vs Argentina
Burford Capital: Law Firm Survey
Omni Bridgeway: Leading Litigation Finance
Litigation Finance: Judgment Preservation Insurance & Pre-Judgment Insurance-Backed Funding
Burford Capital: Moat, Insurance Risks, Sysco, YPF
Litigation Finance: Portfolio Construction, Case Due Diligence & Future IRR’s
Burford Capital
Litigation Funding: Law Firm Contingency Fees, and WIP & ATE Insurance
Bench Walk, PACCAR Judgment, & Litigation Finance
Litigation Funding: In-House Counsel Perspective
Burford Capital: Risk from Insurance-Backed Financing
Burford Capital & the Risk of Insurance Products: Law Firm Angle
Burford Capital Limited
OneMain Financial
OneWater Marine Inc - ONEW
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
OneWater Marine: TH Marine Acquisition, Marine Parts & Accessories
Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
OneWater & Marine Boat Retailing through the Cycle
OneWater Marine & Boat Retailing
OneWater Marine: Boat Manufacturer and Dealer Relationship
onsemi - ON
Opendoor
Openlane - KAR
ACV Auctions Competitive Advantage & Threats
ACV Auctions, Backlot, CarOffer, & US Wholesale Auto Competition
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
CarMax: Competing with Carvana
ACV Auctions & US Auto Wholesale Market
ACV Auctions
ADESA, Manheim, & US Wholesale Auto Auctions
BacklotCars, ACV Auctions, ADESA, & US Auto Wholesale Auctions
Carvana, KAR Auction, & The Used Car Ecosystem
Carvana, ADESA, & US Auto Wholesale Auction Market
OpenTable
Oracle Corp - ORCL
KX: A Customer's Perspective
Netsuite's Early Years In Asia: Taking on Established Incumbents
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Hyperscalers: Cloud TAM
Amazon Web Services
Tecsys: Warehouse Management Systems, Healthcare & SaaS Transition
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
OSHKOSH CORP - OSK
Otis Worldwide Corp - OTIS
OVERSTOCK COM INC - OSTK
Wayfair
Wayfair CastleGate: Supplier Survey
Amazon: Shipping Bulky Goods Through the FBA Network
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Wayfair: Demand Forecasting
Amazon & Wayfair: Handling Large & Bulky Goods
Wayfair vs Amazon: A Supplier's Perspective
Wayfair: CastleGate vs Amazon FBA Product-Market Fit
Overstock.com vs Wayfair: Product Flow through the Network
Supplying RH & Wayfair
Wayfair: Dropshipping Unit Flow
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Selling Furniture to Brick & Mortar Retailers: Supplier Perspective
Wayfair, CastleGate, & Damages: A Supplier's Perspective
Wayfair CastleGate Economics: Supplier's Perspective
Wayfair CastleGate: The Value to Suppliers
Wayfair: CastleGate and Last Mile Delivery
Wayfair: CastleGate vs Drop Shipping Unit Flow
Owens
P
Pacific Biosciences - PACB
Pacific Gas and Electric Company
Palo Alto Networks - PANW
Panasonic
Papa John's Pizza - PZZA
Par Technology - PAR
PDD Holdings - PDD
Peloton Interactive - PTON
PENN NATIONAL GAMING INC - PENN
PENSKE AUTOMOTIVE GROUP - PAG
PepsiCo Inc - PEP
Pernod Ricard SA - PERP
Pershing Square Tontine Holdings Ltd - PSTH
Persimmon PLC - PSN
Petplan
Pfizer Inc - PFE
Philip Morris International Inc - PM
Pinecone
Pinterest - PINS
PITT OHIO
PLANET FITNESS INC - PLNT
Pure Gym vs The Gym Group
Investor Dialogue: Basic Fit, The Gym Group, & Discount Gyms
The Gym Group: Risk from Anytime Fitness, ènergie, & Franchise Chains
Discount Gyms, Domino’s, & Hotelling’s Location Model
The Gym Group & Discount Gyms
ènergie Fitness Franchise vs UK Discount Gyms
The Gym Group, Basic Fit & Discount Gyms
The Gym Group: Clustering Units & Post-Covid Customer Behaviour
Playtech PLC - PTEC
Evolution Gaming: Aggregator / Operator Relationship
Evolution Gaming: Workings Of A Crypto Casino
Evolution Gaming, Red Tiger, & Online Casino Gaming Regulation
Evolution Gaming: Supplier / Aggregator Relationship
Evolution Gaming's Asia and Crypto Risk
Evolution Gaming: Europe vs Asian Live Casino Distribution
Evolution Gaming: US Regulatory Environment
Evolution Gaming: APAC GGR by Country & Crypto Casinos
Evolution Gaming: Asian B2B Landscape
Investor Dialogue: Evolution Gaming & Live Casino Competition
Building an Online Live Casino Offering
Evolution Gaming: Asia iGaming Value Chain & Crypto Casinos
Ezugi, Evolution Gaming, & LATAM Live Casino
Polarcus
POOLCORP - POOL
Porch Group Inc - PRCH
Poshmark
Pottery Barn
Pragmatic Play
Pratt & Whitney - UTC
PRAXAIR INC - PX
Princeton Power Systems
Procter & Gamble - PG
Progressive Insurance - PGR
Proponent
Pubmatic - PUBM
PulteGroup Inc - PHM
Pumpkin Pet Insurance
Purplebricks - PURP
Q
Qiagen NV - QIA
Quality Assistance
Quilter - QLT
R
R1 RCM INC - RCM
Rakuten Group - 4755
Randstad NV - RAND
Raytheon Technologies Corp - RTX
REALPAGE INC - RP
Receipt Bank
Redbubble - RBL
Investor Dialogue: Redbubble
Redbubble: A Perspective from a Top Selling Artist
Redbubble: Product Categories, Supplier Relationships, & Growth Opportunities
Redbubble, SEEK, Etsy, & Scaling a Three-Sided Marketplace
Redbubble: A Three-Sided Marketplace
From SEEK to Redbubble: Scaling Two & Three-Sided Marketplaces
Redbubble: Market Size, Product Quality and Customer Acquisition
Redfin - RFIN
Redrow PLC - RDW
RE/MAX HOLDINGS INC - RMAX
REPLIGEN CORP - RGEN
Pall, Cytiva & the Bioprocessing Manufacturing Process
Danaher: Cytiva's Bioprocessing Filtration Portfolio
Danaher, Sartorius, & an Overview of The Bioprocessing Environment
Danaher Business System: Kaizen Case Study at Pall
Danaher: M&A Runway, Target Evaluation Process & Valuations
Danaher & Sartorius: Promising Yield
Danaher's Pall: Medical vs Biopharma Segment Quality
Restaurant Brands International - QSR
Restoration Hardware - RH
Amazon: Shipping Bulky Goods Through the FBA Network
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Wayfair: Demand Forecasting
Amazon & Wayfair: Handling Large & Bulky Goods
Supplying RH & Wayfair
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Selling Furniture to Brick & Mortar Retailers: Supplier Perspective
Wayfair CastleGate: The Value to Suppliers
Wayfair: CastleGate vs Drop Shipping Unit Flow
Revolut
RH
Rightmove - RMV
RIMOWA - LVMH
Rivian
R+L Carriers
ROADRUNNER TRNSN SVCS - RRTS
Roadway Corporation
Röko
Roku - ROKU
Roland Assistance GmbH
Rolex
Rolls Royce Group - RR
Root Insurance - ROOT
Roper
Roper Technologies Inc - ROP
RS Group - RS1
Ryanair - RYA
Ryan Specialty Group - RYAN
S
S4 Capital - SFOR
Sabre - SABR
Safestore Holdings PLC - SAFE
Safran SA - SAF
AmSafe, HEICO, & Aerospace Aftermarket Distribution
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
CFM International: 37 Years Selling Aircraft Engines
TransDigm: Boeing vs OEM Supplier Bargaining Power
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Safran: CFM56 & LEAP MRO
Boeing Propulsion: OE and Aftermarket Strategies
Pratt & Whitney: Selling Aircraft Engines
Safran & CFM56 Engine Overhaul
Sage - SGE
SAIA INC - SAIA
Fedex Freight, Old Dominion, & US LTL Trucking
Choosing LTL Carriers: A Customer's Perspective
Less-Than-Truckload US Market: Agency Model
Old Dominion, Saia, & US LTL Competition
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
Old Dominion Freight Line: National Account Management & Expedite Services
Sainsbury's - SBRY
Salesforce.Com Inc - CRM
Smartsheet: Sales Strategy & Org Structure
Veeva Systems, IQVIA, & the Pharma Sales Flow
Microsoft 365, Google Workspace & Selling through the Channel
Alteryx: Enterprise Customer Perspective
monday.com: Product-Market Fit Challenges
Alteryx: Customer Profiles, GTM Strategy & Product Roadmap
Microsoft Teams: Product Evolution, Strategy & Competition
Alteryx: Competition, Enterprise Sales & Use-Cases
Alteryx: Selling to EU Enterprise Accounts
Monday.com: Comparison with Asana, Airtable and Jira
Salesforce: MuleSoft Strategy
Alteryx: Designer Cloud, Trifecta Acquisition & Product Strategy
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Salvador Caetano
Salvatore Ferragamo - SFER
Samsung Electronics - Samsung Electronics
Sandvik AB - SAND
SAP - SAP
SAP SE - SAPG
Sartorius AG - SATG_p
Pall, Cytiva & the Bioprocessing Manufacturing Process
Danaher: Cytiva's Bioprocessing Filtration Portfolio
Danaher, Sartorius, & an Overview of The Bioprocessing Environment
Danaher Business System: Kaizen Case Study at Pall
Danaher & Sartorius: Promising Yield
Danaher: Cytiva, HyClone, & Cell Culture Sales
Danaher's Pall: Medical vs Biopharma Segment Quality
Sartorius Stedim Biotech SA - STDM
Pall, Cytiva & the Bioprocessing Manufacturing Process
Danaher: Cytiva's Bioprocessing Filtration Portfolio
Danaher, Sartorius, & an Overview of The Bioprocessing Environment
Danaher Business System: Kaizen Case Study at Pall
Danaher & Sartorius: Promising Yield
Danaher: Cytiva, HyClone, & Cell Culture Sales
Danaher's Pall: Medical vs Biopharma Segment Quality
Satair - AIR
Schindler Holding AG - SCHP
Schneider Electric SE - SCHN
SCIEX
SDI Group - SDI
Sdiptech
Sealed Air Corporation - SEE
Seek Ltd - SEK
Sephora - LVMH
ServiceNow Inc - NOW
ServiceNow Strategic Positioning
ServiceNow: Customer Maturity, New Products & Value Realization
Smartsheet: Sales Strategy & Org Structure
ServiceNow Customer Perspective: Growth Potential in New Product Areas
ServiceNow: Competing with Jira & Datadog
AMZN, ServiceNow, Atlassian, DDOG, Masimo, CACC, 10x, FDM, Alphawave
ServiceNow: Product Positioning & Customer Stickiness
Atlassian & Cloud Migration: Partner Perspective
Atlassian: Partner Ecosystem, Server Migration & ITSM
SHAKE SHACK INC - SHAK
shakti
SHEIN
On-Demand Fast Fashion Supply Chain in Turkey
Shein: Perspective of a Supplier
Amazon vs Temu: Business Model & Logistics
Zara Buying & Merchandising Strategies
SHEIN's Supply Chain: How it Works
Shein vs Zara vs ASOS: A Supplier's Perspective
Boohoo & UK Fashion Supplier Relationships
Zara's Supply Chain
Shein: Disrupting Fast Fashion
Zara & SHEIN Supply Chain Analysis
Shift Technologies
Shimadzu Corporation
Shopify - SHOP
Amazon vs Temu: Business Model & Logistics
Wix, Shopify, & Wordpress: Agency Customer Perspective
Amazon FBA & 3P Sales: A Seller's Perspective
Amazon Logistics: US Network Buildout & Rationalization
GoDaddy: Domains, Add-ons, and Competing with Shopify
Global-e: Cross-Border E-commerce
Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch
Amazon: How a Unit Flows through the Network & Unit Costs
Wix, Shopify, & Selling to Agencies
Shopify: Creativity at Scale
Siemens AG - SIEGn
Sierra Wireless - SWIR
Sime Darby
Sirius XM Holdings Inc - SIRI
SIX FLAGS ENTMT CORP - SIX
Skyjack Inc
Slerp
SLM Solutions - AM3D.DE
SmartAuction
Smartsheet - SMAR
Snapchat - SNAP
Snowflake - SNOW
DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow
Snowflake, Synapse, and Redshift: Customer Angle
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Snowflake: Investment Trends & Cost Optimization
Snowflake: Pace Of Innovation & Next Growth Vectors
Databricks, Snowflake, GCP, & Public Cloud Competition
ServiceNow: Competing with Jira & Datadog
Alteryx: Land and Expand
Snowflake Positioning vs AWS, GCP, Azure
Snowflake: IaaS vs PaaS & Analytics Budgets
Alteryx: Competition, Enterprise Sales & Use-Cases
Investor Dialogue: Amazon Web Services
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Azure, GCP, BigQuery, Snowflake & Cloud Competition
Snowflake, Redshift, & AWS Partner Program
Snowflake & Databricks: Comparison, AI & Convergence of Offering
Databricks: Melting the SNOW
Solera Holdings
SONIC AUTOMOTIVE INC - SAH
Sonnen GmbH
Sonova Holding AG - SOON
Sony Corporation - SNE
Nintendo: Everlasting Gaming IP
Warner Music Group: Driving Value From The Catalog
Microsoft Gaming: Xbox Cloud & Game Pass
Universal & Warner Music: New Artist Deals & Artist Development
PlayStation: History of the Game Console
Major Record Labels: Business Model Evolution
Microsoft Gaming: Xbox vs PlayStation Positioning
Universal Music Group: Catalog Acquisition, DSP's & New Talent
Southern California Gas Company
Southern Glazer's
Southern Glazer's Wine & Spirits
Southwest Airlines - LUV
SpaceX
Span
Specsavers
Spirax-Sarco Engineering PLC - SPX
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Spirax Sarco: Customer Centricity
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Spirax Sarco: Thermocoax & Thermal Heating Solutions
Spirax Sarco: US Steam Positioning & Distribution
Spirax Sarco: Decentralisation, Supply Chain & Operations
Spirax-Sarco Engineering: Chromalox
Spirax Sarco: Steam Properties & Competitive Landscape
Spirax-Sarco Engineering: The Power of Direct Sales
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Spirit Airlines - SAVE
Splunk - SPLK
Spotify - SPOT
Spotify Podcasting: DSP, Inventory Aggregation & Scaling Programmatic
Acast, Spotify, & Podcast Monetization
The Podcasting Advertising Ecosystem
Spotify Podcasting: a Show Host's Perspective
Acast: Podcast Advertising Platforms and Growth Opportunity
Spotify, Podcasting & Competition
Spotify Podcasting: An Agency Buyer's Perspective
Spotify Podcasting: Megaphone, SPAN & Programmatic
Warner Music Group: Driving Value From The Catalog
Spotify Podcast Advertising
Universal & Warner Music: New Artist Deals & Artist Development
Universal Music, Warner, Spotify, & Artist Bargaining Power
Spotify Podcasting: Original Content Strategy
Spotify Podcast Ads: Monetising a Megaphone Show
Spotify, Universal, & Major Label Bargaining Power
Spotify: Marketing Music Artists Online
Major Record Labels: Business Model Evolution
Universal Music, Spotify, & The Music Industry
Universal Music: Artist Management In A Streaming Era
Universal Music Group: Catalog Acquisition, DSP's & New Talent
Spotify & The Economics of the Music Industry
Spotify: Podcast Advertising Value Chain
Acast: Podcast Advertising Formats, Adoption, & Competitive Landscape
Squarespace
Wix: Agency Partner Perspective
Wix, Shopify, & Wordpress: Agency Customer Perspective
Wix, Squarespace, & Webflow Competition
Wix and Squarespace: Agency Partner Programs
Investor Dialogue: Wix
Squarespace: Culture and Product Positioning
Wix: Partner Program Developments
GoDaddy: Domains, Add-ons, and Competing with Shopify
Wix vs Squarespace: Competing for Agencies
Webflow: Enterprise Customer Angle
Wix, Shopify, & Selling to Agencies
Stallion Group
StandardAero
State Farm
Steinhoff
Stellantis
Ste. Michelle Wine Estates
Stem Inc - STEM
Stevanato
Stevanato Group SPA - STVN
Stitch Fix Inc - SFIX
St. James's Place - SJP
STMicroelectronics NV - STM
Storskogen Group
Stripe
Stryker Corporation - SYK
Subway
Sunbelt Rentals
Sunstate Equipment Co.
Surgical Science - SUS.ST
Swatch Group AG - UHR
Swedish Match AB - SWMA
Synchrony Financial - SYF
Synopsys Inc - SNPS
T
TABLEAU SOFTWARE INC - DATA
Taiwan Semiconductor Manufacturing Co Ltd - TSM
Takeda Pharmaceutical Company
Take-Two Interactive Software Inc - TTWO
The Value of Gaming Intellectual Property
Keywords Studios: Cross-selling, M&A, & AI Risks
Keywords Studios: Competitive Analysis
Massive Entertainment: Game Development, Design & Monetization
Microsoft Gaming: Xbox Cloud & Game Pass
Microsoft Gaming: Xbox vs PlayStation Positioning
Keywords Studios: Sales Process, Single Service BPO's & Competition
Google Stadia: Challenges Scaling a Cloud Gaming Service
Target Corp - TGT
Taylor Wimpey PLC - TW
Tecsys
Temenos AG - TEMN
Temple & Webster Group Ltd - TPW
TEMPUR SEALY INTL INC - TPX
Temu
Teqnion
TerraVest Industries, Inc. - TVK
Tesco - TSCO
Costco UK & Europe: History, Economics, and Store Opportunity
UK Online and Offline Grocery Models
Lidl: Hard Discounter Business Models
Dino Polska, Tesco, and Polish Food Retail
Lidl in Ireland: from 0 to 12% market share in 20 years
Ocado & Online Grocery Economics
Sainsbury's, Tesco, & UK Dark Grocery Stores
Dino Polska & the Polish Grocery Market
Aldi: Hard Discounter Business Models
ASDA and UK Food Retail
Hard Discounters vs Big Four UK Grocers: Asda Case Study
Leadership Principles: Lessons from 25 Years in Consumer Retail
Tesla Inc - TSLA
Tesla: Service, Support & Operations Network
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
Tesla's Culture and Manufacturing Challenges
Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
EV Penetration & Circle K Norway's EV Experiment Lab
Tesla: Manufacturing Process Advantage
Tesla, Elon Musk, & the Manufacturing Engineering Culture
Tesla Energy, SolarCity Acquisition, Strategy & Integration
Tesla EV Battery Innovation and Strategy
Tesla: Megapack, Solar and Microgrids
Tesla Energy Business Model
Coronavirus: Auto Supply Chain Impact
Tesla Global Procurement and Supplies
Inchcape: Distribution for Chinese OEMs
Tesla, Cruise, Waymo: The Race Towards Autonomous Vehicles
Tesla Battery Manufacturing & Energy Storage
Tesla: Artificial Intelligence in Autonomous Driving
Tetra Pak
Texas Instruments Inc - TXN
TForce Freight
TForce Freight
Thales SA - TCFP
The Access Group
The Gym Group - GYM
The Gym Group: Low Cost Economies of Scale
Pure Gym vs The Gym Group
Basic-Fit, The Gym Group & Discount Gym Economics
Investor Dialogue: Basic Fit, The Gym Group, & Discount Gyms
The Gym Group: Risk from Anytime Fitness, ènergie, & Franchise Chains
Discount Gyms, Domino’s, & Hotelling’s Location Model
The Gym Group & Discount Gyms
ènergie Fitness Franchise vs UK Discount Gyms
The Gym Group, Basic Fit & Discount Gyms
The Gym Group: Clustering Units & Post-Covid Customer Behaviour
The Hut Group - THG
Thermo Fisher Scientific - TMO
Pall, Cytiva & the Bioprocessing Manufacturing Process
Waters Corp, Thermo Fisher, & Analytical Lab Instruments: A Customer's Perspective
Illumina & The Evolution of Next-Generation Sequencing
Danaher, Sartorius, & an Overview of The Bioprocessing Environment
Danaher: M&A Runway, Target Evaluation Process & Valuations
Waters Corp: Analytical Lab Instruments Market Dynamics
Danaher & Sartorius: Promising Yield
Danaher: Cytiva, HyClone, & Cell Culture Sales
THE TRADE DESK INC - TTD
Spotify Podcasting: DSP, Inventory Aggregation & Scaling Programmatic
The Trade Desk & CTV Value Chain Power Dynamics
Tremor International: SSP & DSP Vertical Integration
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Amazon Advertising: Decoupling from GMV
The Trade Desk: Publisher Programmatic Strategies
Amazon Ads & The Retail Media Landscape
The Trade Desk & The CTV Industry Structure
The Connected TV Advertising Value Chain
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
TimescaleDB
T-Mobile US Inc - TMUS
Toast Inc - Private
Topicus - TOI.V
Topicus: M&A Strategy & Growth Runway
Constellation Software
Constellation Software Competitive Risks
Constellation Software: Competition, Hurdle Rates & Deal Flow
Constellation Software, Allscripts History & Post-Acquisition Strategy
Constellation Software: Altera Analysis
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
Constellation Software: 5 Key Operational Metrics
Topicus, TSS, & Dutch Notary Software
Addtech and Topicus: Competitively Advantaged Buyers
Vitec Software: ABS Laundry Acquisition
Topicus, Transdigm and Value-Based Pricing
Topicus, PharmaPartners, & VMS Value-Based Pricing
Constellation Software: Operating KPIs
Toyota Motor Corporation - Toyota Motor Corporation
TransDigm Group Inc - TDG
Lufthansa Technik: 30 years of Base & Line Maintenance
TransDigm: Esterline & Korry Electronics Case Study
Designing, Approving, and Selling PMAs
TransDigm: Value-Based Pricing Strategy
TransDigm Group
Jet Parts Engineering, HEICO, & PMA Growth Opportunity
TransDigm: Managing Opcos through COVID
HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)
TransDigm, AdelWiggins, & The Aerospace Aftermarket
Serial Acquirers: Purchase Price Accounting
AmSafe, HEICO, & Aerospace Aftermarket Distribution
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
ADPma: Manufacturing & Selling PMA Aerospace Parts
TransDigm's Product Innovation, Howley, & TDG 10-year equity returns
TransDigm: Esterline Acquisition & ScioTeq Spin
HEICO: Wencor Acquisition Synergies and Analysis
TransDigm, HEICO, OEM vs PMA, & Dual vs Sole Source Parts
HEICO, PMA History, and Pricing vs OEM
Topicus, Transdigm and Value-Based Pricing
Satair & Aerospace Distribution
TransDigm: Boeing vs OEM Supplier Bargaining Power
HEICO, Transdigm, & PMA Parts
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Proponent, HEICO, & Aerospace Distribution
HEICO: PMA vs OEM Power
HEICO PMA and MRO: Airline Customer Perspective
Boeing Propulsion: OE and Aftermarket Strategies
Boeing Global Services, TransDigm & Supplier Relationships
TransDigm: Telair Acquisition & OEM Aftermarket Pressure
Serial Acquirers
TransDigm: Esterline Technologies Acquisition
TransDigm Group Podcast
Investor Dialogue: HEICO, Transdigm, & Terminal Values
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Boeing, TransDigm, & a History of Aftermarket Distribution
Travis Perkins - TPK
Tremor International - TRMR
TRIPADVISOR INC - TRIP
TRIUMPH GROUP INC - TGI
TRUPANION INC - TRUP
Trupanion: Aging Cohorts Risks
Trupanion, Chewy, & Pet Insurance Growth Opportunities
Trupanion: Maine Regulation
Trupanion: Pricing Challenges
Trupanion & TRUP Express: Vet Practice Owners
Trupanion: Inflation Challenges
Trupanion: Hurdles to Growth
Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife
Trustpilot
Twilio - TWLO
Twitter Inc - TWTR
U
Uber - UBER
Restaurant Franchisees & Online Food Delivery
Just Eat & Online Food Delivery in Spain
Scaling Uber EATS in London
Grubhub and US Online Food Delivery
Deliveroo & Dark Kitchens
UberX and UberEats: Setting the Take Rate
Uber Eats, SkipTheDishes & Food Delivery Business Models
Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving
Online Food Delivery in France: Deliveroo, UberEats, & Gorillas
Domino's Pizza: Managing the US and UK Franchise Network
Slerp & UK White Label Restaurant Food Delivery
Nimbus Kitchens, Roberta's Pizza & Ghost Kitchens
Lessons from Raising $90m in Venture Capital
Food Delivery Wars and Credit Acceptance's Underwriting Moat
Online Food Delivery: Spain Labor Law & Market Structure Changes
Bechtle AG, Software Reselling, & White Label Food Delivery
Uber: Relationship with Drivers
Just Eat Takeaway: Protecting the Legacy UK Marketplace
Brand Marketing: From Coca-Cola to Uber
Online Food Delivery: Marketplaces & Logistics Business Models
Tesla: Artificial Intelligence in Autonomous Driving
Glovo & EU Convenience Delivery
Ubisoft - UBI
UBM - INF
UiPath
Ulta Beauty Inc - ULTA
Unilever - ULVR
Unily
United Internet AG - UTDI
United Parcel Service Inc - UPS
United Parks & Resorts - PRKS
United Rentals Inc - URI
Sunbelt Rentals: Competition with Independent Equipment Rental Firms
Investor Dialogue: Ashtead, United Rentals, & US Equipment Rental
Sunbelt, United and Herc Rentals: Customer Perspective
Sunbelt Rentals: Pump & Power Specialty Equipment
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
Herc, Sunbelt, United Rentals: Equipment Rental Buying & Pricing
H&E Equipment, Ashtead, & US Equipment Rental Demand & Rates
United Rentals: Specialty Division Growth & M&A Strategy
Ashtead & Equipment Rental: A More Resilient Business
Ashtead & Equipment Rental
EquipmentShare: Competing with Sunbelt and United Rentals
Herc Rentals, Sunbelt, & United Rentals Competition
Ashtead, Herc, & United Rentals: Equipment Rental Market Growth Prospects
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
United Rentals, Ahern, & Equipment Rental M&A
Sunbelt vs United: the Nature of Equipment Rental Competition
Unity Technologies
Universal Music - UMG
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
Warner Music Group: Driving Value From The Catalog
Universal & Warner Music: New Artist Deals & Artist Development
Universal Music, Warner, Spotify, & Artist Bargaining Power
Spotify, Universal, & Major Label Bargaining Power
Universal Music, Spotify, & The Music Industry
Universal Music: Artist Management In A Streaming Era
Universal Music Group: Catalog Acquisition, DSP's & New Talent
Upstart Holdings, Inc. - UPST
Upstream
Upwork - UPWK
V
Vacasa
Valeo - FR
Varta AG - VAR1
VEEVA SYSTEMS INC - VEEV
Velodyne Lidar
Veolia - VIE
Veralto - VLTO
Versace
Vertu Motors - VTU
Victoria PLC - VCP
Virgin Wines - VINO
Visa Inc - V
Visma
Vistry Group PLC - VTYV
Vitec Software
Vitec Software: Aloc Opco, Product Development & Integration
Serial Acquirers: Purchase Price Accounting
Constellation Software: Altera Acquisition Analysis
Vitec Software: History, Culture, & Operating Strategy
Constellation Software: 5 Key Operational Metrics
Vitec Software: ABS Laundry Acquisition
Visma: Oima Acquisition Case Study
Constellation Software: Operating KPIs
Constellation Software: A Competitive Analysis
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Constellation Software & VMS Competition
Vivendi SA - VIV
Vivino
VMWARE INC - VMW
Volkswagen AG - VOWG_p
Vroom - VRM
Carvana: Evolution of the Inspection & Reconditioning Process
Vroom: Operational Challenges to Scale
Carvana vs CarMax: Comparing Operating Models
CarMax: How a Vehicle Flows through the Network
Vroom, Carvana, & Optimising Vertical Integration
Motorpoint, Cazoo, & Imperial Car Supermarkets
Carvana: Post-COVID Challenges
Carvana, America's Car-Mart, & Auto Subprime Financing
W
Walgreens Boots Alliance Inc - WBA
Walmart Inc - WMT
Costco UK & Europe: History, Economics, and Store Opportunity
Costco Wholesale vs Sam's Club
Amazon vs Temu: Business Model & Logistics
Lidl: Hard Discounter Business Models
Amazon: Shipping Bulky Goods Through the FBA Network
Ocado & Online Grocery Economics
Wayfair: Demand Forecasting
Amazon & Wayfair: Handling Large & Bulky Goods
Ocado Solutions Platform: Powering Global Online Grocery
Wayfair: CastleGate vs Amazon FBA Product-Market Fit
Costco: APAC & China Store Growth Potential
Aldi: Hard Discounter Business Models
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Amazon Fresh, Whole Foods, & US Online Grocery
Amazon.com Structural Advantages vs Traditional Retail
Hard Discounters vs Big Four UK Grocers: Asda Case Study
Amazon Advertising
Walt Disney Co - DIS
WANdisco - WAND
Warner Music Group - WMG
Warner Music Group: Driving Value From The Catalog
Universal & Warner Music: New Artist Deals & Artist Development
Universal Music, Warner, Spotify, & Artist Bargaining Power
Spotify, Universal, & Major Label Bargaining Power
Major Record Labels: Business Model Evolution
Universal Music, Spotify, & The Music Industry
Universal Music: Artist Management In A Streaming Era
Universal Music Group: Catalog Acquisition, DSP's & New Talent
Waste Management Inc - WM
Waters Corp - WAT
WATSCO INC - WSO
Watsco: Gross Margin and Return Predictability
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Watsco: A Customer for 40 Years
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
US HVAC Demand Cycles & OEM / Distributor Relationships
Investor Dialogue: Watsco
Ferguson PLC: Plumbing, Waterworks, & HVAC Business Quality
Watsco: SEER Pricing Changes and Gross Margin
Ferguson vs Watsco: HVAC Distribution
Watsco Customer Survey: Service Quality, SEER, and Replacement Demand
Watsco, Carrier, & History of HVAC Distribution
HVAC Distribution and Games Workshop
Wayfair - W
Wayfair
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
Wayfair CastleGate: Supplier Survey
IKEA, Wayfair, & Omnichannel Furniture Retail
Amazon: Shipping Bulky Goods Through the FBA Network
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Williams-Sonoma, Wayfair, & Furniture Supply Chains
Wayfair: Demand Forecasting
Wayfair: German Market Challenges
Wayfair CastleGate, Amazon, & FBA vs FBW
Made.com, Westwing, & European Online Furniture
Wayfair's Pricing Strategy and Mature Gross Margin
Amazon & Wayfair: Handling Large & Bulky Goods
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Wayfair vs Amazon: A Supplier's Perspective
MADE, Westwing, & Niche vs Mass E-commerce Models
Wayfair: CastleGate & Online Furniture Logistics
Wayfair: CastleGate vs Amazon FBA Product-Market Fit
Overstock.com vs Wayfair: Product Flow through the Network
Supplying RH & Wayfair
Wayfair: Dropshipping Unit Flow
Wayfair & CastleGate Logistics Penetration
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Selling Furniture to Brick & Mortar Retailers: Supplier Perspective
Wayfair: Pricing Strategy & Gross Margin
IKEA: Physical to Omni-Channel Furniture Retail
Wayfair, Made.com, & European Online Furniture
Investor Dialogue: Wayfair
Wayfair, CastleGate, & Damages: A Supplier's Perspective
Wayfair CastleGate Economics: Supplier's Perspective
Wayfair CastleGate: The Value to Suppliers
Wayfair: CastleGate and Last Mile Delivery
Wayfair: CastleGate vs Drop Shipping Unit Flow
Wayfair: CastleGate and First-Mile Logistics
Wayfair, Amazon, and Building Global Ecommerce Supply Chains
Waymo
Wayve
Wencor
Westlake Financial Services
West Pharmaceutical Services Inc - WST
Westrock Co - WRK
Westwing Group - WEW.DE
Amazon: Shipping Bulky Goods Through the FBA Network
Westwing: Business Model Design and Growth Strategy
Wayfair: Demand Forecasting
Wayfair: German Market Challenges
Made.com, Westwing, & European Online Furniture
MADE, Westwing, & Niche vs Mass E-commerce Models
IKEA: Physical to Omni-Channel Furniture Retail
Wayfair, Made.com, & European Online Furniture
Wayfair: CastleGate vs Drop Shipping Unit Flow
WeWork
WILLIAMS SONOMA INC - WSM
Wayfair
Wayfair CastleGate: Supplier Survey
Amazon: Shipping Bulky Goods Through the FBA Network
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Williams-Sonoma, Wayfair, & Furniture Supply Chains
Wayfair: Demand Forecasting
Amazon & Wayfair: Handling Large & Bulky Goods
Wayfair vs Amazon: A Supplier's Perspective
Overstock.com vs Wayfair: Product Flow through the Network
Wayfair: Dropshipping Unit Flow
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Wayfair CastleGate Economics: Supplier's Perspective
Wayfair: CastleGate and Last Mile Delivery
Winc - WBEV
WINGSTOP INC - WING
Wipro - WIT
Wix - Wix
Wix: Agency Partner Perspective
Wix, Shopify, & Wordpress: Agency Customer Perspective
Wix, Squarespace, & Webflow Competition
Wix and Squarespace: Agency Partner Programs
Investor Dialogue: Wix
Squarespace: Culture and Product Positioning
Wix: Partner Program Developments
GoDaddy: Domains, Add-ons, and Competing with Shopify
Wix vs Squarespace: Competing for Agencies
Webflow: Enterprise Customer Angle
Wix, Shopify, & Selling to Agencies
Workday - WDAY
WORLD ACCEPTANCE CORP - WRLD
Worldline SA - WLN
Woven
WPP - WPP
W. R. Berkley Corp - WRB
Wren Kitchens
WS Audiology
W W Grainger Inc - GWW
Wyatt Technology
WYNDHAM WORLDWIDE CORP - WYN
X
Xero - XRO
Xpel Inc - Xpel
XPO Logistics - XPO
XPO Logistics & US LTL: Scaling via M&A
Amazon's Outsourced Fulfilment Strategy: 3PL Customer Perspective
Choosing LTL Carriers: A Customer's Perspective
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
Mainfreight Culture and US Market Challenges
Mainfreight's History & Operational Strategy
Old Dominion Freight Line: National Account Management & Expedite Services
Y
Yahoo! Inc.
Yellow Corp - YELL
YELP INC - YELP
YOOX NET-A-PORTER GROUP - CFR
YouGov - YOU
Yum! Brands - YUM
Yum China - YUMC
Z
Zalando SE - ZALG
ASOS, Zalando, & EU Fast Fashion
On-Demand Fast Fashion Supply Chain in Turkey
Shein: Perspective of a Supplier
Zara Buying & Merchandising Strategies
SHEIN's Supply Chain: How it Works
ASOS, Boohoo, & Online Fashion Retail Business Models
Shein vs Zara vs ASOS: A Supplier's Perspective
Boozt, Zalando, & Nordic Online Fashion
Boozt Assortment and Strategic Positioning
Boohoo & UK Fashion Supplier Relationships
Zara's Supply Chain
ASOS & UK Fast Fashion Manufacturing and Supplier Operations
Shein: Disrupting Fast Fashion
Zara & SHEIN Supply Chain Analysis
ZAYO GROUP HOLDINGS INC - ZAYO
ZENDESK INC - ZEN
Zillow Group - ZG
Zoetis Inc - ZTS
IDEXX Laboratories: UK Vet Practices, Diagnostics & Practice Management Software
Zoetis, IDEXX Laboratories and Animal Diagnostics Competition
Zoetis, BI, Elanco & Animal Pharma Competition
Zoetis Animal Health: Vet Practice Perspective
Zoetis Animal Health: Pricing, Generics & Livestock Producers
Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
Zoox
Zscaler - ZS
Zynga - ZNGA